Regional Vice President of Sales

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 with a strong financial services background and a proven track record in a sales-driven role. This position is 100% focused on sales, with a primary responsibility to convert high-net-worth prospects into clients by presenting and promoting the company's wealth management solutions. The successful candidate will be engaging with potential clients to understand their financial needs and offering appropriate investment strategies. The role involves no cold calling, as qualified leads are provided, and the candidate will be expected to manage their local territory effectively, either in face-to-face or virtual meetings. Applicants for the Regional Vice President of Sales position at the company 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 role requires a multi-year track record of successful sales performance, including experience in high-volume phone sales and in-person client meetings. The ideal candidate will be adept at showcasing the value proposition of the company and be committed to ongoing training in sales techniques, finance, and investment management. This is a challenging yet rewarding opportunity to work for a global investment firm, putting clients first and contributing to the betterment of the investment universe.Hiring Manager TitleDirector of SalesTravel PercentLess than 10%FunctionsSales/RevenueAccount Management/Optimization