Regional Vice President of Sales
3 weeks ago
Join our dynamic and innovative asset management platform.About Us:Established in 1986, we are a leading multi-affiliate organization devoted to delivering top-tier investment solutions to corporate defined benefit plans, institutions, and individual investors. Our track record showcases our commitment to innovation, disciplined investing, and unparalleled client service.Key Role: Regional Vice President for Pacific Northwest SalesJoin our team as the Regional Vice President for Pacific Northwest Sales. In this role, you will spearhead marketing and sales endeavors for our investment services across Northern CA, Washington, Oregon, Idaho, Montana, Wyoming, & Alaska. This position offers a remote work option, giving you the flexibility and independence to excel in your responsibilities.Responsibilities:- Drive sales initiatives and identify client needs in the assigned territory.- Cultivate relationships with current and prospective clients to enhance engagement.- Provide investment performance updates and general client servicing.- Conduct impactful presentations for clients.- Build partnerships with intermediaries including independent broker-dealers, RIAs, and wire houses.- Collaborate with intermediaries to boost sales in the designated region.- Showcase expertise in sales acumen and product knowledge.- Deliver engaging presentations to various audiences.- Conduct effective client meetings to foster business relationships.Requirements:- Bachelor's degree in investment management, finance, business, or related field.- Two to five years or more experience in investment management or a related sector.- Proficient in financial concepts, product knowledge, investment management, and client-service strategies.- Exceptional interpersonal, presentation, and communication skills.- Strong organizational, analytical, and technical abilities.- Ability to manage multiple tasks independently with precision.- Proven aptitude in self-managing workload and adapting to changing priorities.- Willingness to travel up to 50% of the time.- NASD License Series 7 and 63 required; CIMA certification preferred.If you are ready to make a difference and drive impactful sales strategies, join us in shaping the future of asset management. Visit our website to learn more.
Employment Type: Full-Time
Education Level: No formal educational credential
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Regional Vice President of Sales - Pacific Northwest
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