VP, Regional Sales Director, Wirehouse & Broker Dealer Sales

📋 Description

• Drive capital-raising efforts across assigned territory and distribution channels
• Develop and execute a territory business plan to achieve fundraising objectives
• Prospect for new advisor relationships and deepen engagement with existing clients
• Conduct regular in-person and virtual meetings with financial advisors
• Build and maintain a robust pipeline of sales opportunities using Salesforce
• Represent the firm at industry conferences and client events

🎯 Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or Business
• 10+ years in investment management or financial services
• Active FINRA Series 7 and 63/65 or 66 licenses
• Willingness to travel approximately 60% of the time
• Proficient in Microsoft Office and Salesforce

🎁 Benefits

• Medical, dental, and vision benefit plans
• Health Savings Account with employer contribution
• Company paid life and disability insurance
• 401(k) savings plan with company match
• Paid time off, holidays, and volunteer time
• Up to 16 weeks of paid parental leave