Wealth Management Sales Director West Coast
5 days ago
A prominent investment management firm located in Newport Beach, CA, is seeking a director-level salesperson to enhance product sales across wealth management channels. The ideal candidate will proactively build relationships with financial advisors and develop strategic initiatives to boost market presence. Required qualifications include an undergraduate degree or equivalent experience along with FINRA Series 7 and 63 certifications. Join the firm for a full-time role emphasizing collaboration and compliance in a dynamic sales environment. #J-18808-Ljbffr
-
San Francisco, CA, United States Sound Point Capital Management, LP Full timeDirector - (West Coast Territory) External Relationship Manager, Wealth Distribution at Sound Point Capital Management, LP is located on the West Coast. Sound Point Capital Management, a New York based credit-oriented investment manager overseeing approximately $44 billion in total assets, seeks a Director of Wealth Distribution to run our West Coast...
-
Wealth Management Sales Director
4 days ago
Newport Beach, CA, United States Bramshill Investments LLC Full timeA prominent investment management firm located in Newport Beach, CA, is seeking a director-level salesperson to enhance product sales across wealth management channels. The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. The ideal candidate will proactively build...
-
Wealth Management Sales Director – West Coast
11 hours ago
Newport Beach, United States Bramshill Investments LLC Full timeA prominent investment management firm located in Newport Beach, CA, is seeking a director-level salesperson to enhance product sales across wealth management channels. The ideal candidate will proactively build relationships with financial advisors and develop strategic initiatives to boost market presence. Required qualifications include an undergraduate...
-
California Street, th Floor San Francisco, CA, United States Sound Point Capital Management Full timeLocation: West CoastSound Point Capital Management, a New York based credit-oriented investment manager overseeing approximately $44 billion in total assets, is seeking a Director of Wealth Distribution to run our West Coast territory. The Firm has expertise in credit strategies and manages money on behalf of institutions, pensions, foundations, insurance...
-
West Coast Wealth Management Sales Director
3 weeks ago
Newport Beach, United States Bramshill Investments LLC Full timeA financial asset management firm is seeking a Managing Director in Newport Beach, CA. This role focuses on promoting financial products through sales channels, requiring strong relationship management with advisors. The ideal candidate will have at least 4 years of experience, relevant licenses (FINRA Series 7 and 63), and experience in business...
-
Sales Director
2 weeks ago
San Francisco, CA, United States Blis Full timeSales Director - West Coast Hybrid/Remote We're looking for a dynamic Sales Director to join our growing West Coast team. This is a remote-friendly, hybrid role open to candidates based anywhere across the West Coast - LA, San Francisco, Seattle, and beyond. As an Individual Contributor, youll report directly to the Head of Sales, West and play a key...
-
West Coast Regional Director, Wealth
3 days ago
San Francisco, CA, United States CFA Institute Full timeA leading investment management firm seeks a Regional Director for Wealth Management sales in California. Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV. The role involves generating investment sales to financial advisors, with a focus on marketing public and private investment strategies....
-
West Coast Regional Director, Wealth
2 days ago
San Francisco, CA, United States Wellington Management Full timeA leading investment management firm is seeking a talented individual for a Wealth Management role in San Francisco. In order to make an application, simply read through the following job description and make sure to attach relevant documents. Responsibilities include generating investment sales to financial advisors and marketing investment strategies....
-
Sales Director
3 weeks ago
San Francisco, CA, United States Zencore Full timeJoin to apply for the Sales Director (West Coast) role at Zencore 1 year ago Be among the first 25 applicants Join to apply for the Sales Director (West Coast) role at Zencore Get AI-powered advice on this job and more exclusive features. Zencore is a fast-growing company founded by former Google Cloud leaders, architects, and engineers. We are seeking...
-
Wealth Management Advisor
3 hours ago
Newport Beach, CA, United States Knightsbridge Wealth Management Full timeABOUT KNIGHTSBRIDGE WEALTH MANAGEMENT Knightsbridge Wealth Management is a Registered Investment Advisor (RIA) headquartered in Newport Beach, CA with $800 million assets under management (AUM) and a 20-year history of helping clients achieve their financial goals. Our mission is to build a firm where we’d be happy to have our own family members be...