Principal, Private Wealth Solutions Sales

For our client, we are seeking a Principal, Private Wealth Solutions Sales to join the team of a leader in the Finance & Insurance space. This role will focus on driving private wealth sales within a defined multi-state territory, with an emphasis on building relationships across wirehouses and independent broker dealers. The position will combine prospecting, client engagement, and senior-level coordination to expand market presence and support immediate revenue production. Success will depend on leveraging an established network, maintaining a high level of sales activity, and representing the company's private wealth solutions with professionalism and credibility. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $150,000 – $180,000 annually Responsibilities Manage and grow the Chicago/Minnesota/Wisconsin territory Drive sales through prospecting and a high level of sales activity Conduct face-to-face meetings, video conferences, and phone calls with clients Coordinate internal and external meetings with senior team members Leverage existing relationships to support immediate production Qualifications 10+ years of financial services sales experience, particularly with wirehouses and independent broker dealers Strong existing relationships in the financial services sector Bachelor's degree in Finance, Business, Management, or Communication Series 6 or 7 and 63 licenses required, with a clean U4 Entrepreneurial spirit and drive Private markets experience is a plus Excellent communication skills across multiple formats Benefits Healthcare coverage and mental health resources Health and fitness reimbursement program and wellness rewards program Tuition and certification reimbursement programs Continual education and development trainings Paid time off to volunteer and referral bonuses for new hires Adoption reimbursement program and paid time off for new parents and newlyweds Travel support for nursing parents Retirement program contributions and an employee stock purchase plan Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.