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 while deepening existing client engagement
• Conduct regular in-person and virtual meetings with financial advisors and platform reps
• Maintain a robust sales pipeline and manage activities through Salesforce
• Represent the firm at industry conferences, client events, and educational forums

🎯 Requirements

• Bachelor's degree in Finance, Economics, Accounting, or Business preferred
• 10+ years' relevant experience in investment management or financial services
• Active FINRA Series 7 and 63/65/66 securities licenses required
• Extensive territorial knowledge and alternative investment knowledge a plus
• Requires significant travel (~60%) to support business and client needs
• Proficient in Microsoft Office (Outlook, Excel, PowerPoint, Word, SharePoint, Teams)

🎁 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
• Comprehensive paid time off and paid parental leave
• Ongoing professional development programs