VP, Regional Sales Director, Wirehouse & Broker Dealer Sales

📋 Description

• Drive capital-raising efforts across assigned territory and distribution channels, aligning with
• Develop and execute a territory business plan designed to identify growth opportunities and achieve
• Prospect for new advisor relationships while deepening engagement with existing clients.
• Conduct regular in-person and virtual meetings with financial advisors and platform representatives.
• Build and maintain a robust pipeline of sales opportunities and accurately manage activities
• Partner with internal marketing and investment teams to support client acquisition efforts and

🎯 Requirements

• Bachelor’s degree (preferably Finance, Economics, Accounting, or Business).
• 10+ years’ relevant experience in the investment management or financial services industry with
• Active FINRA Series 7 & (63/65, or 66) securities licenses are required.
• Extensive territorial knowledge and knowledge of real estate, private credit, infrastructure, and
• This position requires significant travel, estimated at approximately 60% to support business
• Highly proficient in Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint, and

🎁 Benefits

• A variety of Medical, dental, and vision benefit plans
• Health Savings Account with a generous employer contribution
• Company paid life and disability insurance
• 401(k) savings plan, with company match
• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and
• Up to 16 hours of volunteer time off