VP, Market Leader

📋 Description

• Drive territory growth by building client relationships and increasing assets under management.
• Develop and execute territory strategies to attract new business and retain clients.
• Build partnerships with broker/dealer communities and key industry stakeholders.
• Provide consultative investment guidance aligned with client objectives.
• Position investment capabilities to support client growth and market share.
• Represent the organization at industry events and client meetings.

🎯 Requirements

• 8–12 years of related sales experience in asset management/financial services.
• Active Series 7 and Series 63 licenses required.
• Strong understanding of investment strategies, market dynamics, and macro factors.
• Experience with financial advisors, broker/dealer channels, private wealth, or institutional
• Knowledge of SMAs, ETFs, alternatives, and customized portfolios.
• Proven ability to identify opportunities, plan strategically, and drive growth.

🎁 Benefits

• Competitive base compensation of approximately $125,000 USD plus discretionary bonus.
• Comprehensive total rewards including benefits, retirement, and stock opportunities.
• Health coverage, 401(k) with company match, and investment product opportunities.
• Paid time off and professional development support.
• Flexible remote work options and global career growth opportunities.