Old Mutual Capital in Denver is the wholly owned US retail distribution operation for the
affiliated companies of Old Mutual plc. Old Mutual Capital is responsible for the operations
and marketing of mutual funds and separately managed accounts to US investors through
financial professionals. We are a sales-driven organization fostering an entrepreneurial
environment where high energy and positive attitudes provide opportunities for growth and
Our parent company, London-based Old Mutual plc, is a Fortune 300, 160 year old, global
financial services organization with more than $280 billion in assets under management world
wide. The firm has a significant global presence in asset management, banking, and life
Provide information and support in response to incoming calls from the Externals and RIA’s in
the assigned territory regarding sales questions, marketing materials, technical information,
and service information relating to Old Mutual products.
Make follow up and proactive sales calls within an assigned territory to maintain existing and
establish new relationships.
Responsible for delivering sales presentations to advisors within territory.
Communicate with clients through email, phone, video and/or web-conferencing to deliver sales
Currently holds a Series 6 and 63 Securities License
College Degree preferred; CFA and/or other professional certifications preferred
Minimum of 4 years experience in the financial services industry preferred
Displays highly efficient organizational skills with the ability to juggle multiple tasks
simultaneously as well as meeting required timelines
Strong sales and service skills
Excellent written and verbal communication
Excellent team member