Scharf Investments is a focused investment management firm with approximately $4.5 billion in assets under management and a top-tier long-term performance record. For over 40 years, the firm has provided disciplined portfolio management for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations across separately managed accounts and mutual funds. Portfolios are managed with a strict focus on valuation, margin of safety, portfolio concentration, investment flexibility and long‐term perspective. Investment solutions include mutual funds and separate accounts, offering exposure to equity, multi-asset, and fixed income investment strategies.
Description:
The Senior Investment Consultant is a critical role which supports and furthers the objectives of the Institutional sales and service team. The Senior Investment Consultant is responsible for managing institutional sales activities within the Eastern USA. This position promotes and wholesales Scharf’s products to both acquire and retain assets. The Senior Investment Consultant also develops annual business plans with the Manager to maximize and retain sales in the region.
This is a remote position and based on the East Coast. Frequent travel is required for the position. The role reports directly to the Managing Director.
Job Responsibilities:
• Manages all institutional sales activities within the region and strives to meet or exceed all sales objectives. As a Senior Investment Consultant, this individual is able to cover the largest and/or most complex accounts.
• Travels throughout the region and conducts meetings in order to present information about Scharf’s products and encourage new business.
• Positions and differentiates Scharf Investments against competitor firms by explaining Scharf’s value-added performance and exceptional client service.
• Creates annual business plans and strategies to maximize and retain sales in the region.
• Partners with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas.
• Works in conjunction with an internal resources to identify and pursue leads generated from referrals, ad campaigns and region canvassing.
• Participates in scheduled office visits, seminars, conference calls and other meetings and provides a high level of product expertise.
• Enters activity data into the Salesforce database on a regular basis and updates other information in Salesforce as appropriate.
• Prepares and presents a weekly regional update to the Managing Director on the status of the region. Participates in other sales update meetings as appropriate.
• Maintains an extensive knowledge of the firm and industry including all products and trends in the industry; researches and reads various industry articles.
• Attends company, industry and other related events as directed.
• Completes travel and expense reports and other necessary paperwork on a weekly basis.
Qualifications:
• Minimum of a bachelor’s degree in Business Administration, Finance, or related field required.
• CFA, CFP, or CIMA preferred but not required.
• 10+ years experience in the financial services industry required. Five or more years of intermediary sales/external wholesaling experience.
• Must have a demonstrated track record of success in meeting sales objectives.
• Thorough knowledge of various intermediary channels and comprehensive product and industry knowledge required.
• Extensive knowledge of asset allocation, portfolio management, manager research, capital markets, and financial planning.
• Self-motivated, outgoing, enthusiastic and team player. Effective problem solving and organizational skills.
• Ability to multi-task while maintaining careful attention to detail. Must be able to work independently and to communicate clearly and concisely.
• Effective written, listening, and verbal communication skills.
• Ability to work effectively both individually and within a team environment.
• PC skills in Microsoft Excel, Word, PowerPoint and sales database applications.
• Equivalent education and experience will be considered.
Employment type
Full-time
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