Financial Services, Investment Management

Associate Director – Intermediary Distribution (South Territory)

United StatesHybridFull TimeDirector$90,000–$110,000 /yrPosted 3 days agoVisa sponsorship available

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Required skills

South territory
RIA
Broker-Dealer
financial advisors
investment strategies
Salesforce
FINRA Series 7
FINRA Series 63
travel

Nice to have

Georgia
Florida
CFA
CIMA
CAIA

Role summary

Artisan Partners seeks an Associate Director for Intermediary Distribution in the South territory, focusing on RIA and Broker-Dealer channels. This role involves cultivating client relationships, executing territory business plans, and driving sales growth. The ideal candidate has 2-5 years of experience in intermediary distribution, strong analytical and communication skills, and holds FINRA Series 7 and 63 licenses. A Bachelor's degree is required, with CFA, CIMA, or CAIA designations preferred. The position requires regular travel and offers a salary range of $90,000 - $110,000, plus potential bonus.

Artisan Partners is seeking a dynamic and driven Associate Director to join our Intermediary Distribution team, supporting the RIA and Broker-Dealer channels across the South region. This role is ideal for an investment-minded and collaborative team player who thrives in a fast-paced, relationship-driven environment. The Associate Director will work closely with the regional team to expand Artisan’s presence, deepen client relationships, and drive sales growth.

Salary Range: $90,000 - $110,000

Specific placement within the provided range will be determined by an individual’s geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

Responsibilities

The candidate can expect to:

Cultivate and maintain strong relationships with prospective and existing clients

Proactively initiate daily outbound calls to prospect and engage targeted financial advisors

Collaborate with the regional team to develop and execute a strategic territory business plan

Profile financial advisors to understand their business models and identify new investment opportunities

Implement client retention strategies and support ongoing relationship management

Maintain and update Salesforce with accurate and timely information

Analyze sales reports, leveraging technology and AI-enabled tools, to identify trends, uncover insights, and identify opportunities for growth.

Stay informed on industry developments, competitor activity, and market trends

Travel within the territory to conduct in-person meetings and attend industry conferences

Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

Bachelor’s degree required

FINRA Series 7 and 63 licenses required

2–5 years of experience in intermediary distribution or wholesaling

Interest in financial markets, investment products, and portfolio construction

Excellent communication, presentation, and relationship-building skills, with the ability to clearly articulate investment strategies

CFA, CIMA, or CAIA designation preferred, or interest in pursuing a professional designation

Strong analytical mindset and attention to detail

Ability and willingness to travel regularly throughout the South territory; strong preference for candidates based in Georgia or Florida

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

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