Trinity
Fiduciary Partners LLC is a dynamic, growing registered investment advisor whose
focus is Catholic money management.It
is the investment advisor to Epiphany Funds, a Catholic mutual fund family.Trinity has developed the Catholic Scorecard,
a set of investment screening criteria based on Catholic moral and social
teachings as outlined by the USCCB, the Catechism of the Catholic Church, and
other Church documents.The Catholic
Scorecard criteria are prudent, practical, objective and measurable and all
research is done in-house. The Epiphany
trust currently has a single fund, the Epiphany Faith & Family Values 100
Fund, based on the Faith and Family Values 100 Index, an index developed by
Trinity which includes the 100 largest US companies that pass the Catholic
Scorecard.
Organizational Fit:Trinity Fiduciary Partners LLC is a entrepreneurial
faith filled environment that is oriented toward aggressive, proactive responses
to problems and opportunities, has an emphasis on constantly improving
processes and services while exploring innovative ways to do the job, is
passionateabout understanding, meeting,
and exceeding customer needs, is results-oriented, and has a minimal
organizational structure orientation toward a size and style that makes it
possible for employees to be well acquainted, make quick decisions, and manage
constant change together in an upbeat and energetic environment.
Role Description:Registered investment representative who
refers and introduces individual and institutional clients to Trinity for money
management services and mutual fund products.Sales role demonstrating a strong knowledge of the competitive
landscape, financial markets and industry related topics. This role has the
responsibilities to drive separate account and mutual fund sales and improve
retention of assets under management.
Role
Responsibilities:
·Coordinate timely receipt of sales materials to
prospective clients
·Manage and set up all prospective customer,
client calls and appointments
·Build positive and effective internal and
external relationships
·Recommends marketing and sales support
initiatives
·Acquire and retain assets under management for
Trinity
·Represent Trinity's mutual funds and separate
accounts to prospective clients knowledgeably and effectively so that clients
can clearly identify the benefits of the products relative to its competitors.
Minimum Requirements:
·6-8 years experience selling mutual funds in a
diverse market and investment industry and 3-5 years of wholesaling experience.
·Bachelors degree required
·Travel extensively in the field, approximately
90% of the time.
