Regional Director - Mutual Funds and Separate Accounts

Company Description

Copeland Capital Management LLC is a 100% employee-owned investment management firm focusing on Dividend Growth Investing. The firm offers U.S., International, and Global strategies across all capitalization ranges.

Role Description

This is a full time role for a Regional Director promoting Copeland Mutual Funds and Separate Accounts to Financial Intermediaries in California across all channels. The selected candidate will oversee and manage client existing relationships while driving growth by identifying new business opportunities in assigned territories.

Qualifications

• Strong knowledge of Finance and Investments, with a focus on mutual funds and separate accounts
• Excellent relationship management and business development skills
• Ability to communicate complex financial concepts effectively to clients and stakeholders
• Bachelor's degree in Finance, Business, Economics, or a related field
• Proven track record in investment sales, customer relationship management, or related roles
• Located in the greater Los Angeles area
• FINRA Series 7 and 65