West Coast Regional Director, Wealth

3 days ago


San Francisco CA, United States CFA Institute Full time

A 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. Ideal candidates will have extensive asset management expertise, 7–10 years in external sales, and proficiency in Salesforce, Excel, and Outlook. xrczosw The position requires extensive travel and collaboration with clients, ensuring that candidates are comfortable building strong relationships.



  • San Francisco, CA, United States Sound Point Capital Management, LP Full time

    Director - (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...


  • San Francisco, United States Sound Point Capital Management, LP Full time

    Overview Director - (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...


  • San Francisco, United States CFA Institute Full time

    A leading investment management firm seeks a Regional Director for Wealth Management sales in California. The role involves generating investment sales to financial advisors, with a focus on marketing public and private investment strategies. Ideal candidates will have extensive asset management expertise, 7–10 years in external sales, and proficiency in...


  • San Francisco, CA, United States CFA Institute Full time

    A leading investment management firm seeks a Regional Director for Wealth Management sales in California. The role involves generating investment sales to financial advisors, with a focus on marketing public and private investment strategies. Ideal candidates will have extensive asset management expertise, 710 years in external sales, and proficiency in...

  • Regional Director

    4 days ago


    San Francisco, CA, United States CFA Institute Full time

    About Us Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of...


  • California Street, th Floor San Francisco, CA, United States Sound Point Capital Management Full time

    Location: 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...

  • Regional Director

    2 weeks ago


    San Francisco, CA, United States Wellington Management Company, LLP Full time

    Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages...

  • Regional Director

    3 weeks ago


    San Francisco, CA, United States Wellington Management Full time

    Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages...

  • Regional Director

    7 days ago


    San Francisco, United States CFA Institute Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Sales Director

    3 weeks ago


    San Francisco, CA, United States Zencore Full time

    Join 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...