Regional Vice President of Sales (Upper 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 Upper 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 into 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 is 100% sales-focused, with no cold calling, as 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 sales-driven environment, particularly in high-volume phone activity and in-person meetings, is essential. The role requires a candidate who is adept at converting prospects to clients and is willing to partake in ongoing training to enhance their skills 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