Regional Vice President
1 day ago
The Regional Vice President is a key leadership role at Mercer Advisors, responsible for driving sales momentum for one of our financial planning teams. This individual will partner with Financial Consultants and Branch Managers to build strong relationships, foster positive channel partner relationships, and grow and cultivate an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication.
Key Responsibilities:- Partner with Financial Consultants and Branch Managers to build strong relationships
- Foster positive channel partner relationships as ambassador of Mercer Advisors
- Grow and cultivate an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication
- Proactively initiate business development calls and identify new sales opportunities
- Meet directly with channel referral prospects via in-person and phone/video meetings with the express purpose of bringing in a significant volume of new clients and billable assets under management
- Work with Client Service units to develop client referral relationships, including meeting with referrals via in-person and phone/video meetings and ultimately closing opportunities
- Provide insight and information to become a valuable resource and partner
- Implement company policies and procedures
- Ensure adherence to company standards
- Bachelor's degree preferred or equivalent experience
- At least 5 years of successful sales experience in the financial services industry
- Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
- Comprehensive industry and investment management knowledge
- Experience using CRM systems (Salesforce preferred)
- Excellent communication, presentation, listening and analytical skills
- Proven time management and organizational skills in high volume, high energy environments
- Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
- Flexibility to travel up to 75%
-
Regional Vice President
2 weeks ago
San Francisco, California, United States PRA Business Events Full timeRegional Vice President Job DescriptionPRA Business Events is seeking a highly skilled and experienced Regional Vice President to lead our business development, strategic direction, and management of locations within a designated region.Key Responsibilities:Develop and execute business strategies to drive growth and revenue in the regionLead cross-functional...
-
Regional Vice President Operations
4 days ago
San Francisco, California, United States Compass Group USA Full timeRegional Vice President, OperationsCompass Group USA is seeking a highly skilled and experienced Regional Vice President, Operations to join our team. As a key member of our leadership team, you will be responsible for planning and directing operations within an assigned region to support our Key Performance Indicators.Key Responsibilities:Participate in...
-
Regional Vice President of Operations
3 days ago
San Francisco, California, United States Cogir Senior Living Full timeJob Title: Regional Vice President of OperationsAt Cogir Senior Living, we are seeking a highly skilled and experienced Regional Vice President of Operations to join our team. This is a unique opportunity to lead our senior living communities in North California and drive business growth while delivering exceptional resident care.Key Responsibilities:Direct...
-
Regional Vice President of Operations
1 month ago
San Francisco, California, United States ChanceLight Behavioral Health, Therapy and Education Full timeStarting Salary: $95,000 - $115,000About Us: Spectrum Center Schools and Programs, a progressive organization dedicated to providing hope and support, is in search of a Regional Vice President of Operations to become part of our esteemed team. This role offers the chance to engage in impactful work within a culture that fosters innovation, encourages...
-
Regional Vice President
6 days ago
San Francisco, California, United States Mercer Advisors Full timeRegional Vice President OpportunityMercer Advisors is a leading wealth management firm seeking a highly skilled Regional Vice President to drive growth and success in our RIA referral platform. As a key member of our team, you will be responsible for developing and maintaining relationships with our channel partners, focusing on driving sales momentum for...
-
Regional Vice President
3 weeks ago
San Francisco, California, United States Salesforce Inc Full timeAbout the RoleWe are seeking a highly skilled and experienced Sales Leader to join our team at Salesforce Inc. as a Regional Vice President. This is a key leadership position that will play a critical role in driving sales growth and revenue expansion across our organization.Key ResponsibilitiesLead and manage a team of Account Executives to achieve sales...
-
Vice President of Regional Operations
1 month ago
San Jose, California, United States CLevelCrossing Full timeVice President of Regional OperationsAs a pivotal member of the CLevelCrossing leadership team, the Vice President of Regional Operations plays a crucial role in steering the success of multiple branch managers across their designated region. This position encompasses comprehensive oversight of sales performance, profitability, and the dynamics of employee...
-
Regional Vice President
3 days ago
San Jose, California, United States Alzheimer's Association Full timeRegional Vice President Job DescriptionAt the Alzheimer's Association, we are seeking a highly skilled and experienced Regional Vice President to lead our Region 2 team. As a key member of our leadership team, you will be responsible for driving revenue growth, developing strategic initiatives, and ensuring the success of our chapters in Northern California...
-
Regional Vice President
6 days ago
San Francisco, California, United States Salesforce Full timeAbout the RoleWe are seeking a highly skilled Regional Vice President to lead our sales team and drive business growth. As a key member of our leadership team, you will be responsible for developing and executing sales strategies to achieve revenue targets.Key ResponsibilitiesLead and manage a team of sales professionals to achieve sales targets and drive...
-
Regional Vice President of Operations
3 weeks ago
San Francisco, California, United States Compass Group USA Full timeJob SummaryAs a Regional Vice President, you will be responsible for overseeing the strategic planning and direction of operations within an assigned region to support the company's Key Performance Indicators.Key Responsibilities:Strategic Planning: Participate in meetings to develop objectives for the division and assigned region.Policy Development:...
-
Regional Vice President
4 weeks ago
San Francisco, California, United States Tanium Full timeRegional Vice President Job DescriptionTanium is seeking a highly skilled Regional Vice President to lead our sales team in the West Coast region. As a key member of our leadership team, you will be responsible for driving sales growth and delivering technology solutions to meet customer needs.Key Responsibilities:Oversee and lead a team of Directors of...
-
Regional Vice President
4 days ago
San Jose, California, United States Alzheimer's Association Full timeJob Title: Regional Vice PresidentJoin the Alzheimer's Association, a leading voluntary health organization, as a Regional Vice President. This role is a unique opportunity to lead a region in the Association's 6 Pillars, driving revenue growth, and enhancing programs. As a key spokesperson for chapters within the assigned region, you will be responsible for...
-
Regional Vice President of Sales
6 days ago
San Jose, California, United States CLevelCrossing Full timeRegional Vice President Job DescriptionCLevelCrossing is seeking a highly skilled and experienced Regional Vice President to join our team. As a key member of our leadership team, you will be responsible for driving the success of up to 20 branch managers in your region.Key Responsibilities:Develop and implement business plans to meet or exceed annual...
-
Regional Vice President of Operations
6 days ago
San Jose, California, United States Amber Kinetics Inc Full timeJob Title: Regional Vice PresidentJoin our team as a Regional Vice President and take on a leadership role in driving business growth and development in our region. As a key member of our executive team, you will be responsible for leading a team of professionals and developing strategies to achieve our business objectives.Key Responsibilities:Lead a team of...
-
Regional Vice President of Operations
3 weeks ago
San Francisco, California, United States Compass Group, PLC Full timeJob Summary:We are seeking a highly skilled and experienced Regional Vice President to join our team at Compass Group, PLC. As a key member of our leadership team, you will be responsible for planning and directing operations within an assigned region to support our Key Performance Indicators.Key Responsibilities:Participate in strategic planning meetings to...
-
Regional Vice President
1 day ago
San Francisco, California, United States PRA Business Events Full timeRegional Vice President Job DescriptionPRA Business Events is seeking a highly skilled and experienced Regional Vice President to lead our business development, strategic direction, and management of locations within a designated region. As a key member of our Business Management Team, you will play a vital role in driving sales growth, managing client...
-
Regional Vice President
1 month ago
San Francisco, California, United States Elastic Full timeElastic is a leading open-source search technology company that delivers enterprise search, observability, and security solutions on a unified technology stack deployable in various environments. From document retrieval to infrastructure monitoring and threat detection, Elastic transforms data into actionable insights in real-time and at scale. Numerous...
-
Regional Vice President
2 weeks ago
San Francisco, California, United States Mercer Advisors Full timeRegional Vice President Job SummaryMercer Advisors is a leading wealth management firm seeking a highly skilled Regional Vice President to drive sales growth and develop strategic relationships with channel partners. As a key member of our team, you will be responsible for building and maintaining strong relationships with our financial consultants and...
-
Vice President of Regional Operations
1 month ago
San Jose, California, United States Alzheimer's Association Full timePosition Overview: The Regional Vice President for Region 2 will report directly to the Chief Field Operations Officer for Area West. This pivotal role encompasses responsibilities as both the Regional Vice President and the Executive Director for the Northern California Northern Nevada chapter. The incumbent will spearhead the mission execution and...
-
Regional Vice President of Sales
6 days ago
San Francisco, California, United States Salesforce Full timeJob Overview:We are seeking a highly skilled and experienced Sales Leader to join our team at Salesforce. As a Regional Vice President, you will be responsible for managing and developing a team of Account Executives, participating in client and prospect meetings, and working cross-functionally with internal partners and corporate resources.Key...