Regional Vice President of Sales

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 sales, with a focus on presenting the company's wealth management solutions to high-net-worth prospects. The successful candidate will be responsible for converting these prospects into clients by showcasing the company's unique offerings and evaluating their financial situations to provide tailored solutions. The position does not involve cold calling, as qualified lead flow is provided. The role is home-based, 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 multi-year track record of success in driving results, particularly in high-volume phone activity and in-person meetings, is essential. The role requires a candidate who is adept at engaging with clients, educating them on financial offerings, and is willing to partake in ongoing training in advanced sales techniques, finance, capital markets, and portfolio management. The company values a diverse and inclusive work culture and is dedicated to the professional development of its employees.

Hiring Manager Title Director of Sales

Travel Percent Less than 10%

Functions

Sales/Revenue Account Management/Optimization