Confidential
Regional Vice President of Sales
Confidential, Boston, Massachusetts, us, 02298
Regional Vice President of SalesAbout the CompanyDynamic independent money management firmIndustryFinancial ServicesTypePrivately HeldFounded1979Employees1001-5000CategoriesMarketplacesFinancial ServicesInvestment ManagementConsulting & Professional ServicesAsset ManagementBrokerageFinanceFisher InvestmentsInvestingInvestment AdvisorInvestment BankingInvestment ServicesKen FisherPortfolio ManagementPrivate Client GroupRetirementTrustsFinancial AdvisersInsuranceSpecialtiesFinancial ServicesPortfolio ManagementInvestment AdviceRetirement Planningand Retirement Investment PlanningBusiness ClassificationsMarketplaceB2BAbout the RoleThe Company is seeking a Regional Vice President of Sales for a home-based, client-facing role in the Southern Florida region. This position is ideal for financial professionals with a strong sales focus, as the primary responsibility is to convert high-net-worth prospects into clients by presenting and promoting the company's wealth management solutions. The successful candidate will be part of a global investment firm that values putting clients first and aims to enhance the investment universe. Applicants for this role should have at least 5 years' of experience in financial services, with a preference for those holding a FINRA Series 65 or a combination of FINRA Series 7 and 66. The company values a candidate with a strong work ethic, a dedication to the sales process, and the ability to work independently while being part of a supportive, remote team. The role does not involve cold calling, as qualified lead flow is provided, but it does require a willingness to meet with clients both virtually and in person.Hiring Manager TitleDirector of SalesTravel PercentLess than 10%FunctionsSales/RevenueAccount Management/Optimization