Macquarie Group Home Page

An excellent opportunity has arisen with Macquarie Asset Management to join our sales team as a Regional Director for Houston.

At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

What role will you play?

Press space or enter keys to toggle section visibility

As a Regional Director for Houston, you will leverage your deep relationships with financial advisors, and broker-dealers to build asset growth and firm profitability by enhancing strategic relationships through a consultative sales model. You will sell mutual funds, separately managed accounts, ETFs and Alts plus consult and advise financial advisors with value-added strategies to increase growth of their practice, and expand and deepen relationships to meet or exceed sales targets. Additionally, you will maintain CRM databases with accurate and up-to-date activity, sales pipeline, and advisor information.

What you offer

Press space or enter keys to toggle section visibility

• Bachelor’s degree in business, Finance, or related field with extensive wholesaling experience and proven track record of growing the territory in Houston
•  Residing in or relocating to territory, with ability to travel extensively within region
• Series 7 and 66 (or 7, 63, and 65) licenses required, along with a clean U-4 and compliance record
• CIMA, CFP, CFA or other industry designations highly preferred
• Deep knowledge of and extensive existing relationships within the financial advisor community of Houston.

#LI-EF1 #LI-Remote

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

Press space or enter keys to toggle section visibility

At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include: 

• 1 wellbeing leave day per year and a minimum of 25 days of annual leave
• 20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers
• 2 days of paid volunteer leave and donation matching
• Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
• Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Recognition and service awards
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

About Macquarie Asset Management

Press space or enter keys to toggle section visibility

Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We’re trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.

Our commitment to diversity, equity and inclusion

Press space or enter keys to toggle section visibility

We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie provides equal opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance.

Our aim is to provide reasonable accommodations to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know during the application process.