Vice President of Sales, Pacific Northwest

5 days ago


San Francisco, California, United States Resolute Investment Managers Full time
Position Overview

Resolute Investment Managers, Inc. is seeking a Vice President of Sales for the Pacific Northwest region, focusing on external wholesaling.


About Resolute Investment Managers, Inc.
Resolute is a comprehensive asset management platform that collaborates with both affiliated and independent investment managers. Our clientele includes corporate defined benefit plans, institutions, and individual investors. With a legacy dating back to 1986, we have established a strong reputation for innovative investment strategies and prudent management practices.


Location Requirement:
Candidates must be based in the Bay Area or Seattle.


Compensation:
Base salary of $100,000 per year plus variable commission.


Key Responsibilities:

  • Drive sales initiatives and identify client needs within the assigned territory.
  • Engage with existing and prospective clients through follow-up communications.
  • Deliver investment performance updates and provide comprehensive client servicing.
  • Conduct presentations for current and potential shareholders/clients.
  • Identify and engage with intermediaries, including independent broker-dealers and regional firms.
  • Lead initiatives with intermediaries in the designated region.
  • Demonstrate strong sales acumen and product expertise.
  • Prepare and present tailored presentations.
  • Facilitate client meetings to discuss investment opportunities.

Qualifications:

  • Bachelor's degree in finance, investment management, business, or a related discipline.
  • A minimum of two to five years of experience in investment management or a related field.
  • Comprehensive understanding of financial concepts, investment management, and client service strategies.
  • Exceptional interpersonal, presentation, and communication skills, both oral and written.
  • Strong organizational, analytical, and technical abilities.
  • Proven ability to manage multiple responsibilities and work independently with precision.
  • Capacity to self-manage workload and adapt to changing priorities in a collaborative environment.
  • Willingness to travel extensively, typically up to 50% of the time.
  • Possession of NASD License Series 7 and 63 is required; CIMA designation is preferred.

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