Regional Vice President of Sales (Central Gulf)

About the Company

Dynamic independent money management firm

Industry Financial Services

Type Privately Held, Private Equity-backed

Founded 1979

Employees 5001-10,000

Categories

Marketplaces Financial Services Investment Management Consulting & Professional Services Asset Management Brokerage Finance Fisher Investments Investing Investment Advisor Investment Banking Investment Services Ken Fisher Portfolio Management Private Client Group Retirement Trusts Financial Advisers Insurance

Specialties

financial services portfolio management investment advice retirement planning and retirement investment planning

Business Classifications

Marketplace B2B

About the Role

The Company is seeking a Regional Vice President of Sales to join their team. This role is dedicated to presenting the company's wealth management solutions to high-net-worth prospects within a designated territory. The successful candidate will be responsible for converting prospects to clients, engaging in in-depth financial evaluations, and educating on the various offerings. The position is 100% sales-focused, with no cold calling, as qualified lead flow is provided. The role requires a home office setup with the expectation of meeting prospects face-to-face or virtually within the local territory.

Applicants for the Regional Vice President of Sales position at the company should have a minimum of 5 years' experience in financial services, with a preference for those holding a FINRA Series 65 or a combination of FINRA Series 7 and 66. A proven track record of success in a similar role, particularly in high-volume phone activity and in-person meetings, is essential. The role demands a professional who is adept at advanced phone sales techniques, finance, capital markets, and portfolio management. The company values a candidate who is client-focused, results-driven, and is passionate about the purpose of bettering the investment universe. The position offers uncapped performance-based compensation, with the potential for a 7-figure income, and is ideal for a candidate who is motivated by a commission/variable pay-based structure.

Hiring Manager Title Director of Sales

Travel Percent Less than 10%

Functions

Sales/Revenue