Regional VP Wealth Sales

Toronto GTA, Canada | Posted on 04/06/2021

Looking to focus 100%on HNW Wealth sales? Not interested in handling service requirements? Want tobenefit from the support of corporate in;service, operations and marketing?

Firm

Largeglobal portfolio management firm with over $100 billion in assets undermanagement. Each client would have a separately managed portfolio based ontheir risk tolerance, asset allocation and securities preferences. Fee basedplatform that offers global portfolio management solutions.

Role

Inthis remote based outside sales role, you will be focused on closing warmprequalified HNW leads of high net worth clients that have already expressedinterest in investing with this firm. There is absolutely no coldcalling/prospecting in this role and the firm prefers that you just focusonclosing the client leads that the firm provides.

Adedicated portfolio management and service team are primarily responsible forthe transition and retention of client relationships.

Thefirm actively markets their services via direct mail, internet, televisionadvertising and other mediums. The firm receives pre-qualified responses frominterested investors who are willing to have a discussion about moving overtheir investment portfolio.

Work remote

The firm covers all home officeexpenses: computer, phone, scanner, printer, etc. The firm also covers alltravel expenses and gives you an expense account.

Compensation

$100,000base salary with average compensation 300-350k and top producers at 500k+.Comprehensive Benefits program.

Requirements

MBA orCFA level 1 completed or CIM (or willing to complete the CIM within 3 months)& licensed to sell/manage portfolios containing stocks/bonds (not justmutual funds)