Regional Vice President

Job Summary

A company is looking for a Regional Vice President to support ultra high value prospect client development efforts.

Key Responsibilities

• Lead rapid response teams to create and validate UHNW opportunities and manage specialist assignments
• Ensure orchestration of the UHNW customer journey by coordinating meetings, agendas, and resources
• Manage internal stakeholders by providing updates, escalating issues, and maintaining workflow momentum

Required Qualifications

• 5-10 years of experience in UHNW client development, program/project management, or sales operations
• Exceptional client-facing presence with the ability to tailor a concierge level experience
• Strong orchestration skills, including calendar management and proposal coordination
• Proficiency with Salesforce, Microsoft Teams/Zoom, and Microsoft Office
• Bachelor's degree from an accredited institution required