Regional VP Wealth Sales
Regional VP Wealth Sales
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Job Description
Regional VP Wealth Sales
Looking to focus 100 on HNW Wealth sales Not interested in handling service requirements Want to benefit from the support of corporate in; service operations and marketing
Firm:Large global portfolio management firm with over $100 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance asset allocation and securities preferences. Fee based platform that offers global portfolio management solutions.
Role:In this remote based outside sales role you will be focused on closing warm prequalified HNW leads of high net worth clients that have already expressed interest in investing with this firm. There is absolutely no cold calling/prospecting in this role and the firm prefers that you just focus onclosing the client leads that the firm provides.
A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
The firm actively markets their services via direct mail internet television advertising and other mediums. The firm receives prequalified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.
Work remote:The firm covers all home office expenses: computer phone scanner printer etc. The firm also covers all travel expenses and gives you an expense account.
Compensation: $100000 base salary with average compensation 300350k and top producers at 500k. Comprehensive Benefits program.
Requirements: MBA or CFA level 1 completed or CIM (or willing to complete the CIM within 3 months) & licensed to sell/manage portfolios containing stocks/bonds (not just mutual funds)
Required Experience:
Exec
Employment Type
Full-Time
