Regional Vice President Sales Marketing

2 weeks ago


Hickory, United States Estate Valuations & Pricing Systems Inc Full time

Company Overview Estate Valuations & Pricing Systems, Inc.

(EVP Systems) is the premier provider of historical stock and bond pricing for estate and gift tax valuations. Our flagship application, EstateVal, has been trusted by leading banks, brokerages, law and accounting firms, and the Internal Revenue Service for over 40 years. It is used daily by thousands of professionals. Based in Santa Barbara and with an office in Los Angeles, we have recently opened a Sales and Development office in Hickory, NC. Role Overview We are seeking a financial professional to take on the responsibilities of strategic marketing and client relationships. The candidate will build and maintain strong relationships with bank trust departments, law firms, and accounting firms. By understanding client workflows, the candidate will align the company's products with their needs effectively. In social media and digital marketing, the candidate will develop targeted campaigns across major platforms, working with the graphics team to produce compelling branded content. Identifying and optimizing advertising and digital trade show opportunities is crucial, with strategies adjusted based on ROI analysis. Key Responsibilities Client Relationship Management: • Cultivate relationships with clients in bank trust departments, law firms, and accounting firms. • Schedule calls with prospects and arrange client visits with the President and Founder. • Understand client workflows to align EVP's products with their needs. Social Media & Digital Marketing: • Create targeted campaigns across platforms like Facebook, Twitter, and www.EstateVal.com. • Collaborate with the graphics team on branded content. • Identify advertising and digital trade show opportunities, refining strategies based on ROI. Market Analysis & Reporting: • Monitor daily revenue and staff support logs to identify trends and opportunities. • Report on revenue patterns and provide strategic recommendations. • Research competitors, partnerships, and marketing trends. Sales Support & Trade Show Management: • Generate and follow up on leads from various sources. • Ensure consistent branding across marketing materials. • Measure trade show performance and refine strategies. Cross-Departmental Collaboration: • Work with Support, Development and Accounting teams to deliver exceptional client service. • Share client insights to inform product development and marketing strategies. Qualifications • Bachelor's or Master's degree in Business, Marketing, Finance, or a related field. • Experience in Sales and Marketing, especially digital or social media marketing. • Strong interest in financial markets, including stocks, bonds, and security valuations. • Familiarity with financial software or related industries like brokerage, financial securities, or tax is a plus. • Strong analytical skills to convey actionable insights. • Exceptional communication skills. • Willingness to travel for client visits and trade shows. • Self-driven, adaptable, and able to manage multiple projects in a fast-paced environment. Salary and Benefits • Salary: $95,000 to $135,000 • Benefits: Paid medical insurance, vacation and sick leave, paid holidays, and Simple IRA matching.

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  • Hickory, United States Estate Valuations & Pricing Systems, Inc. (EVP Systems) Full time

    Company OverviewEstate Valuations & Pricing Systems, Inc. (EVP Systems) is the premier provider of historical stock and bond pricing for estate and gift tax valuations. Our flagship application, EstateVal, has been trusted by leading banks, brokerages, law and accounting firms, and the Internal Revenue Service for over 40 years. It is used daily by thousands...


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    Company OverviewEstate Valuations & Pricing Systems, Inc. (EVP Systems) is the premier provider of historical stock and bond pricing for estate and gift tax valuations. Our flagship application, EstateVal, has been trusted by leading banks, brokerages, law and accounting firms, and the Internal Revenue Service for over 40 years. It is used daily by thousands...

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