Private Wealth, Market Leader - Vice President

Responsibilities

• Drive sales growth by developing and managing relationships with financial advisors in the territory.
• Execute proactive outreach through various communication channels to drive adoption of investment solutions.
• Independently schedule and conduct advisor meetings, portfolio reviews, and presentations, with periodic travel.
• Strategically leverage senior sales and investment resources for impactful meetings within the territory.
• Act as a primary contact at conferences for clients and prospects, representing the company.

Qualifications

• Bachelor's degree with 6-10+ years of financial services experience in alternative investments or private wealth distribution.
• FINRA Series 7 and 63 required.
• Prominent track record in hybrid internal/external sales roles with increasing responsibilities.
• Strong ability to independently manage a sales territory and achieve commercial outcomes.
• Willingness to work in either San Francisco, CA or Denver, CO territory.

Benefits

• Health, Dental and Vision insurance.
• 401(k) plan.
• Flexible Spending Accounts for Healthcare and Dependent Care.
• Short and Long Term Disability insurance.
• Family Planning Support and Paid Time Off.