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Regional Vice President, UHNW Growth Leader
1 month ago
The Regional Vice President, UHNW is responsible for driving growth and expansion of our RIA referral platform. This role requires a proven ability to identify, initiate, develop, and maintain relationships with ultra-high net worth prospects, with a focus on driving sales momentum for our financial planning teams.
Key Responsibilities:- Proven ability to close UHNW wealth management prospects
- Seamless integration with client relationship building process and business development activities between sales and wealth management teams
- Comfortable working with prospects in person or remotely
- Self-starter who thrives in a fast-paced, high-volume sales environment
- Effective pipeline management through organized outreach, local events, and meetings
- Bachelor's degree or equivalent experience
- At least 5 years of successful sales experience in the financial services industry with demonstrated experience engaging UHNW clients
- Series 65 or combination of Series 7 and Series 66 license required, unless candidate holds one of the following credentials: CFP, ChFC, PFS, CFA, or CIC
- Comprehensive industry and investment management knowledge
- Experience using CRM systems, preferably Salesforce
- Excellent communication, presentation, listening, and analytical skills
- Proven time management and organizational skills in high-volume, high-energy environments
- Experience determining needs of partners and prospects through probing questions, offering solutions, and asking for right actions
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
- Flexibility to travel up to 30-40%
- Company-paid basic life and AD&D insurance
- Company-paid short-term and long-term disability insurance
- Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance
- Three medical plan options, including two high-deductible health plans and a traditional co-pay medical plan
- Health savings account with company contributions on a per-pay-period basis for HDHP medical plan enrollments
- Vision insurance plan
- Dependent care savings account for child and dependent care
- 14 company-paid holidays with a full week off at Thanksgiving
- Generous paid time off program for vacation and sick days
- Employee assistance plan
- Family medical leave
- Paid parental leave (6 weeks)
- Adoption assistance reimbursement program
- Company-paid concierge services for you and your loved ones
- 401(k) retirement plan with traditional and Roth plans and per-pay-period match
- Pet insurance
