Vice President of Private Wealth Sales
Job Summary
Driving sales across intermediary private wealth channels, the full-time Vice President of Private Wealth Sales will manage and grow the New England Territory by providing market insights and investment solutions to Financial Advisors and their clients in a remote work environment.
Key responsibilities
- Manage the sales process for new prospects in the New England Territory through various outreach methods
- Conduct face-to-face meetings, video conferences, and direct calls to maintain a high level of sales activity
- Leverage existing relationships and networks to ensure immediate production and coordinate meetings with senior team members
Required qualifications
- 5+ years of financial services sales experience with strong relationships in RIA, Wirehouses, and Independent Broker Dealers
- Bachelor's Degree in Finance, Business, Management, or Communication
- Series 6 or 7 and 63 licenses required with a clean U4
- Private markets experience is a plus
- Demonstrated entrepreneurial spirit and drive
Complete Job Description
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