Regional Vice President of Sales (North Central)

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 specific territory. The successful candidate will be responsible for converting prospects to clients, engaging in in-depth financial evaluations, and educating them on the various offerings. The position is 100% sales-focused, with no cold calling, as qualified lead flow is provided. The role requires a professional with a minimum of 5 years' experience in financial services, a multi-year track record of success, and a preference for those with a FINRA Series 65 or a combination of FINRA Series 7 and 66.

As a Regional Vice President of Sales, the day-to-day activities will involve showcasing the company's unique value proposition, partaking in ongoing training, and meeting with prospects either face-to-face or virtually. The ideal candidate will have a background in high-volume phone activity and in-person meetings, and will be supported by a range of resources including sales support, client services, marketing, and research. The role is home office-based, with the expectation of managing the business remotely and covering the territory within driving distance. The company is an equal-opportunity employer and is committed to bettering the investment universe through a client-first approach.

Hiring Manager Title Director of Sales

Travel Percent Less than 10%

Functions

Sales/Revenue Account Management/Optimization