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Regional Vice President of Investment Sales and Growth

2 months ago

Seattle, Washington, United States Get It Recruit Executive Full time

### Company Overview

We are a diversified, multi-affiliate asset management platform with a commitment to serving corporate defined benefit plans, institutions, and individual investors. Since our establishment in 1986, we have built a reputation for innovation, disciplined investing, and outstanding client service.

### Position Overview

This opportunity involves driving marketing and sales initiatives for investment services across the Pacific Northwest, encompassing Northern California, Washington, Oregon, Idaho, Montana, Wyoming, and Alaska. Enjoy the benefits of remote work, providing you with flexibility and autonomy.

### Key Responsibilities

**Sales Leadership:** Drive sales initiatives and pinpoint client needs within the designated territory.

**Client Engagement:** Maintain ongoing communication with existing and prospective clients to foster and strengthen relationships.

**Performance Updates:** Deliver updates on investment performance and provide comprehensive client servicing.

**Presentations:** Conduct engaging presentations for both current and potential clients.

**Intermediary Relationships:** Establish and nurture relationships with intermediaries such as independent broker-dealers, regional broker-dealers, Registered Investment Advisors (RIAs), and wire houses.

**Collaboration:** Work alongside intermediaries to bolster sales initiatives in your territory.

**Sales Skills:** Demonstrate a strong aptitude for sales and a thorough understanding of product offerings.

**Client Meetings:** Conduct effective meetings to further develop business relationships.

### Qualifications

**Education:** Bachelors degree in investment management, finance, business, or a related field.

**Experience:** Two to five years of experience in investment management or a related sector.

**Financial Knowledge:** In-depth understanding of financial concepts, product knowledge, investment management, and client-service strategies.

**Communication Skills:** Exceptional interpersonal, presentation, oral, and written communication abilities.

**Organizational Skills:** Strong planning, organizational, analytical, and technical skills, with the capability to manage multiple responsibilities independently while paying attention to detail.

**Adaptability:** Proven ability to self-manage workload and adjust to shifting priorities in a team environment.

**Travel Requirements:** Willingness to travel extensively, typically up to 50% of the time.

**Licensing:** NASD License Series 7 and 63 are required; CIMA certification is preferred.

### Interested in Learning More?

For further details about our organization and what we offer, please visit our website. We look forward to connecting with candidates who are eager to contribute to our mission.

Employment Type: Full-Time

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