Regional Vice President Wealth Sales
Founded in the 1970s the firm provides Portfolio Management Solutions to high net worth clients. With over $90 billion in assets under administration and offices across the globe, the firm offers clients customized portfolios based on their financial needs and goals.
In this Outside Sales role you are responsible for gathering new assets (clients) for the firm within your territory, promoting the firm's portfolio management services.
The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. You are responsible for speaking with the leads, meeting with the client leads, with the goal of acquiring new assets (clients) for the firm. You do no cold calling in this role and all the leads you are given, have already expressed interest in investing with this firm.
The Portfolio Management team and the Relationship Management team are responsible for managing the client relationship and portfolio.
Minimum household size: $500,000
Location: Home based role with travel in the territory
Company Provides: Home office set up, covers travel costs and expenses associated with the role
Client Type: High Net Worth and Ultra High Net Worth Clients
Client Retention rate: 98%
Ideal Candidate for this role: Experienced Investment Advisor with a successful track record of bringing in assets (clients) into the firm
Requirements: CIM, CFA Level 1 completed or MBA & licensed to sell stocks and bonds (not just mutual funds) for 2 out of the past 5 years. Extensive experience managing investments for High Net Worth Clients
Compensation: 100k with total compensation expected to be at 300-350k and top producers earning 500k+
Job Type: Full-time
Salary: $100,000.00 /year