Regional Vice President, New Client Development

The Regional Vice President, New Client Development role is designed for an experienced wealth management professional. This position combines consultative sales expertise, financial planning knowledge, and strategic business development.

About the role

• Serve as a key advisor-facing leader, helping expand market presence by acquiring and developing high-net-worth client relationships.
• Partner with advisory teams to deliver tailored solutions and strengthen long-term client engagement.
• Influence growth initiatives while helping individuals and families achieve their financial goals.

Requirements

• 7+ years of experience in business development, sales, investment management, or financial advisory roles with a strong track record of acquiring clients, managing relationships, and delivering financial solutions.
• Bachelor’s degree in business, finance, marketing, or a related field.
• Strong understanding of wealth management practices, financial planning, and investment advisory services.
• Proven ability to acquire new clients, generate referrals, and convert opportunities into long-term relationships.
• Experience working with high-net-worth individuals and complex financial needs.
• Strong consultative selling skills with the ability to identify client objectives and recommend appropriate solutions.
• Demonstrated success developing strategic sales plans and driving revenue growth.
• Experience using CRM systems, preferably Salesforce or similar platforms.
• Excellent communication, presentation, negotiation, and analytical skills.
• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• FINRA Series 65 or Series 66 required.
• CFP certification preferred.
• Willingness and ability to travel regularly, up to 50% within the assigned market.

Benefits

• A competitive compensation package and comprehensive benefits designed to support professional success, financial security, and overall well-being.
• Expected first-year compensation range of $225,000 - $250,000 annually, including base salary and variable compensation.
• Medical, dental, and vision insurance coverage for eligible employees and families.
• 401(k) retirement plan with company match and profit-sharing opportunities.
• Health Savings Account (HSA) contributions and Flexible Spending Account (FSA) options.
• Employer-paid life insurance, disability coverage, and additional voluntary benefits.
• Paid time off, including 18 annual PTO days and additional PTO milestones based on tenure.
• Paid holidays, parental leave, and caregiver leave benefits.
• Wellness programs and resources supporting employee health and balance.
• Professional development opportunities, including training, licensing, and credential reimbursement.
• Voluntary benefits such as pet insurance.
• Remote work flexibility with opportunities to support clients and teams nationwide.