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Careers

Careers at Weitz Investments

Founded by value investor Wally Weitz in 1983, Weitz Investments is a boutique, employee-owned, asset management firm located in Omaha, Nebraska. At Weitz Investments, our most important resource is our people. Our firm culture encourages personal accountability, collaboration and shared success. We foster a learning environment that promotes collegiality, knowledge sharing, skill building and continuous learning. We are proud of our singular focus on serving our clients, with integrity and transparency.

  • Health Care Benefits
  • Health Savings Account
  • Life and AD&D Insurance
  • Long- and Short-Term Disability
  • Employee Assistance Program
  • Profit Sharing Plan
  • Paid Time Off and Holidays
  • Paid Disability Leave (including Paternal Leave)
  • Professional Development
  • On-Site Gym Access

Current Openings

Weitz currently has the following open position:

REGIONAL DIRECTOR / HYBRID-WHOLESALER  (PDF)

Reporting to the VP, Director of Intermediary Distribution, the Regional Director (Hybrid-Wholesaler) is a (external wholesaling/internal support) sales role responsible for driving sales by proactively marketing Weitz Investment Management products and services to assigned region(s). The position develops new business leads and cultivates existing relationships, demonstrating excellent problem solving and sales skills to promote the growth of Weitz Investment Management's strategies and mutual funds. While this is a hybrid position, the primary duties will be sales, with a majority of employee's activities engaged away from Weitz's place of business.

Essential Functions

  • Proactively develops new business and maintains existing business relationships by conducting conference calls, face-to-face meetings and web-based sales meetings.
  • Travel to foster key relationships and promote sales.
  • Creates and implements business plan to maximize growth and meet sales and activity goals for the defined region(s).
  • Reaches out to current and prospective advisers within market to increase sales and market share.
  • Demonstrates thorough knowledge of the industry and the Weitz products and services.
  • Effectively use industry and product knowledge to illustrate and position the Weitz solutions in an innovative way.
  • Assists advisors in identifying sales opportunities and regularly updates advisors on industry trends.
  • Stays current on all economic and market conditions, to effectively make recommendations to advisors for marketing the Weitz products and services to clients.
  • Maintain and update CRM proactively to ensure accurate and complete records.
  • Other duties as assigned based on company needs.

Requirements

  • Bachelor's degree in business or related field, or equivalent education/experience.
  • Minimum 2 years of sales experience in a hybrid or external wholesaling role.
  • Demonstrated experience conducting face-to-face meetings and the ability to form relationships with financial advisors in a virtual setting.
  • Proven success growing a region within the financial service industry as measured by sales results.
  • Ability to build productive relationships; provide training and sales ideas.
  • Proven sales acumen and presentation skills.
  • Ability to balance multiple priorities and meet specific marketing/production objectives.
  • Motivated, self-starter.
  • Ability to work collaboratively and effectively.
  • Series 6 or 7 and 63 licenses required.
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