Vice President of Investment Sales

2 weeks ago


Tampa, Florida, United States Staffing In Motion Full time
Large Portfolio Management Firm Seeks Inside Sales Professional

This is an exciting opportunity to join a leading investment firm as an inside sales professional. The primary responsibilities of this role include calling high-net-worth leads, scheduling video meetings with prospective clients, and gathering new assets for the firm. The firm actively markets its services through direct mail, internet, and other mediums, resulting in thousands of prequalified responses from interested investors. The ideal candidate will have excellent communication skills, a strong work ethic, and the ability to close leads provided by the firm.

Key Responsibilities:

  • Call high-net-worth leads and schedule video meetings with prospective clients
  • Gather new assets for the firm through effective sales and marketing strategies
  • Work closely with the portfolio management and service team to transition and retain client relationships

Compensation and Benefits:

  • $100,000 base salary to start, with a potential decline to $0 uncapped commission
  • Average total compensation of $250-300k, with top producers earning up to $400k
  • 100% coverage of health, medical, dental, and vision care for you and your dependents
  • 50% 401k matching

About the Firm:

Our client is a leading portfolio management firm with over $200 billion in assets under management. They are committed to providing exceptional service and support to their clients, and are seeking a talented sales professional to join their team.



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