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Sr Sales Manager Banks & Distributors

Develop strategic alliances with banks and non-traditional financial institutions to grow investment fund assets
Mexico City
Senior
2 days ago

Job Opportunity At Principal

Principal is proud that our purpose is at the center of everything we do, hence we are motivated to foster a world where all people have access to financial security, with the financial strength, experience, and high technological level that characterizes us. This, along with integrity, focus on the client, and the experience of more than 140 years in the financial industry, has positioned us as a leader in the financial market.

Responsibilities:

  • Prospect banks for joint development of investment funds.
  • Prospect non-traditional institutions for development of alliances and co-distribution of investment funds.
  • Establish solid relationships with decision-makers of Distributors and Banks to identify needs and create business strategies.
  • Build pipeline and design commercial plans with clients.
  • Coordinate the correct implementation of the value proposition with support areas.
  • Monitor and analyze market trends, business KPIs, evolution and strategies of the competition, and regulatory changes to identify potential opportunities and risks.
  • Conduct commercial presentations and structure business proposals.
  • Meet and exceed commercial targets in asset acquisition and revenues.
  • We are looking for:

    • Academic: Lic. in Finance, Business, Administration
    • Experience in: Investment funds or financial markets, customer service, sales, business development
    • Years of experience: 5 as a Manager or Deputy Director
    • Languages: English 90%
    • Others: Knowledge of the market and relationships in the financial sector.
    • What we can offer you:

      • Flexibility! Hybrid work modality with flexible attire and collaborative spaces.
      • More time for you, and you can also have additional days off your annual vacation.
      • A comprehensive compensation package with benefits superior to the law and benefits that promote your financial security, such as SGMM, life insurance, private pension plan, stock purchase program, meal vouchers, an app for unlimited consultations with doctors, nutritionists, and psychologists, etc.
      • Opportunities and tools to boost your professional development.
      • A community with a culture of collaboration that prioritizes diversity, equity, and inclusion and our values.
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Sr Sales Manager Banks & Distributors
Mexico City
Sales
About Principle