Regional VP Wealth Sales

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

In thishome based outside sales role, you will be focused on closing leads of high networth clients that have already expressed interest in investing with this firmand who have over 500k or more to invest. There is absolutely no coldcalling/prospecting in this role and the firm prefers that you just focusonclosing the client leads that thefirm 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.

Home Office

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

Compensation

$100,000base salary to start + uncapped commission, with average total compensation300-350k and top producers at 500k+. Comprehensive Benefits program.

Requirements

MBA or CFA level 1 completed or CIM (or willing to complete theCIM within 3 months) & licensed to sell/manage portfolios containingstocks/bonds (not just mutual funds) for at least 2 out of the past 3 years.