Regional Sales Director

General Summary and Purpose

This is a full-time on-site role for a Mutual Fund/ETF Wholesaler based in the NC/SC/S. VA area. The role involves developing and maintaining relationships with financial advisors, promoting mutual funds/ETF, other investment products, and executing sales strategies to achieve business growth.

Responsibilities

• Identifying new sales opportunities
• Providing product insights and support
• Preparing financial and business planning presentations
• Contributing to client investment solutions
• Working closely with internal teams to align strategies and ensure client success

Requirements

• Proficiency in Business Planning and Finance to assist clients in developing tailored investment strategies
• Knowledge of Investments and Wholesale practices, with experience managing mutual funds and alternative asset classes
• Strong Sales skills and the ability to establish and nurture client relationships
• Excellent communication, presentation, and organizational skills
• Bachelor’s degree in Finance, Business Administration, or a related field
• Relevant license 7 and 63 or 65 is required
• Proven track record of meeting or exceeding sales targets in the financial services industry
• Able to work effectively both independently and collaboratively with a team

Qualifications

While a Bachelor’s degree in Finance, Business Administration, or a related field is preferred, we also consider candidates with equivalent experience and relevant licenses such as 7 and 63 or 65.

Skills

• Business Planning and Finance
• Investments and Wholesale Practices
• Sales Skills
• Communication, Presentation, and Organizational Skills

Benefits

• Medical, Dental, Vision plans
• Flexible PTO
• Family Medical and Disability Leaves
• Tuition Reimbursement
• 401(k) plan with a generous employer match

Pay

The target base salary range for this position is $75,000. Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications. Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Schedule

The role is full-time and on-site.