Please make an application promptly if you are a good match for this role due to high levels of interest.

Regional Vice President of Sales (Lower Midwest)

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 for the Lower Midwest region. This role is dedicated to presenting the company's wealth management solutions to high-net-worth prospects, with a focus on converting them to clients. The successful candidate will be responsible for engaging with prospects to assess their financial needs, educating them on the company's offerings, and showcasing the value of the services provided. The position is home-based, with the expectation of meeting prospects either face-to-face or virtually within the local territory. The role does not involve cold calling, as a qualified lead flow is provided.

Applicants for the Regional Vice President of Sales position 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 requires a candidate who is adept at advanced phone 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. The role offers uncapped, performance-based compensation, with the potential for a 7-figure income, and is ideal for a professional who is passionate about a sales-focused, client-first approach to the financial industry.

Hiring Manager Title Director of Sales

Travel Percent Less than 10%

Functions

Sales/Revenue Account Management/Optimization