VP, Regional Sales Executive

For our client, a leader in the Legal & Accounting space, we are seeking a VP Regional Sales Executive to join their team. This role will lead operational priorities focused on execution quality, efficiency, safety, and measurable performance outcomes. You will collaborate with field leadership, support functions, and cross-functional stakeholders to improve accountability, service delivery, and operational consistency. The position offers the opportunity to influence operational scale, customer outcomes, and organizational performance within a Legal & Accounting environment.

Location: Remote - US based candidates only, no visa sponsorship available

Responsibilities

• Originate and close new correspondent clearing relationships with a focus on broker-dealers and hybrid RIAs
• Own the complete sales lifecycle from prospecting to funding
• Structure competitive deals in collaboration with Finance and Sales Leadership
• Act as executive sponsor throughout due diligence and post-launch phases
• Build and manage a strong pipeline of qualified sales opportunities
• Conduct regular client meetings and engage in significant in-person interactions
• Represent the company at industry conferences and client events

Qualifications

• Bachelor's degree in Business, Finance, or a related field
• 8+ years of sales experience within wealth management or financial services
• Active Series 7 license (minimum)
• Deep understanding of broker-dealer clearing, custody, and capital markets infrastructure
• Proven ability to manage long-cycle, consultative enterprise sales
• Strong financial acumen including pipeline management and profitability
• Executive-level communication skills across stakeholders
• Experience with Salesforce CRM

Pay

$140,000 – $150,000 annually

Benefits

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program
• Employee Mortgage Loan Program and free access to a company Account