Regional Vice President of Sales

About the Company

Dynamic independent money management firm

Industry
Financial Services

Type
Privately Held

Founded
1979

Employees
1001-5000

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 with a strong focus on financial professionals experienced in sales. This role is dedicated to sales activities, with no service requirements to manage. The successful candidate will benefit from a steady flow of qualified leads, eliminating the need for cold calling. The position is remote, allowing for the management of a local territory and the presentation of wealth management solutions to high-net-worth prospects. The primary responsibilities include calling on leads, meeting with prospects to understand their needs, and educating them on the company's services to ultimately convert them into clients.Applicants must have a minimum of 5 years' of experience in sales to stock market investors and hold a current Investment Adviser Representative designation, FINRA Series 65, or a combination of FINRA Series 7 & 66, or other qualifying financial professional designations. The role requires a proven track record of bringing in new investor business, as well as experience in high-volume phone activity and in-person meetings. The ideal candidate will be self-motivated, results-driven, and able to work effectively in a remote setting. The Company is committed to providing a supportive and inclusive work environment, with a focus on continuous learning and development for its employees.

Hiring Manager Title
Director of Private Client Group Sales

Travel Percent
Less than 10%

Functions

• Sales/Revenue
• Account Management/Optimization