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Regional Vp, Southern California Region Sales
4 months ago
**Resolute Investment Managers, Inc.**:
**Regional VP, Southern California Region**:
**_
Base Salary $100k/yr + variable commission
Accountable for proactively marketing and sales of the investment services provided by Resolute in the Southern California Region covering all distribution channels (Southern CA & HI)
**Key Responsibilities**
- Leads sales initiatives, identifies client needs and coordinates efforts to serve assigned territory
- Follows up on client contacts, calling on existing and potential clients
- Provides clients with investment performance updates as well as general client servicing
- Makes presentations to existing and prospective shareholder/clients
- Identifies assigned intermediaries, including independent broker-dealers, regional broker-dealers, RIAs and wire houses
- Leads initiatives with intermediaries in defined territory
- Strong sales skills and product knowledge
- Prepares presentations
- Conducts client meetings
**Requirements**:
- Bachelor's degree, preferably in investment management, finance, business, or related field
- Two to five years or more years of experience in investment management or related business
- In-depth understanding of the industry, financial concepts, product knowledge, investment management and client-service strategies
- Excellent interpersonal, presentation, oral and written communication skills
- Strong planning, organization, analytical and technical skills
- Ability to handle multiple responsibilities concurrently and work independently to perform a variety of tasks with accuracy and attention to detail
- Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment
- Significant travel (e.g., typically up to 50% of the time)
- NASD License Series 7 and 63 required
- CIMA preferred
LI-Remote
