Associate Vice President Sales

Vistia Capital; Lone Tree (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

Vistia Capital seeks an Internal Regional Registered Representative – AVP Sales to drive growth in a defined territory. You will use phone calls, virtual meetings, in-person meetings, and on-site presentations to generate leads and expand the client base.

The role requires FINRA Series 7 and 63 licenses, a proven sales record, and strong communication. You will report to the President of Sales and travel within the region to meet clients and present investment solutions.

Qualifications

• Active FINRA Series 7 and 63 licenses are required.
• Proven sales track record in financial services.
• Strong communication and interpersonal skills.
• Results-oriented with ability to meet sales targets.
• Self-motivated and able to work independently and in a team.
• Willingness to travel within the assigned region.
• Excellent organizational skills and attention to detail.

Responsibilities

• Lead generation and client acquisition across in-person, virtual, and on-site meetings.
• Assess client needs and recommend suitable financial products.
• Build long-term client relationships and serve as primary contact.
• Collaborate with the President of Sales and report on activity and trends.
• Drive market expansion within the region.
• Maintain compliance with industry regulations in all interactions.

Skills

Sales experience

Communication skills

Interpersonal skills

Results oriented

Organizational skills

Travel readiness

Job description

Internal Regional Registered Representative – Associate Vice President Sales

Vistia Capital | Full-time

Vistia Capital specializes in the distribution of private placements, providing investors with diverse opportunities that extend beyond traditional tax-advantaged products. We focus on strategic growth, strong investor relationships, and tailored investment solutions built around each client's goals and risk profile. Our team works in a dynamic, client-centric environment where innovation, integrity, and long-term value creation come first.

ABOUT THE ROLE

You'll play a pivotal role in driving sales growth and expanding our client base within a designated region. This position combines proactive outreach, relationship-building, and financial analysis to introduce potential clients to our range of investment products. Working closely with the President of Sales, you'll use phone calls, virtual meetings, in-person meetings, and on-site presentations to generate leads, build new business relationships, and grow your territory.

WHAT YOU'LL DO

• Lead generation & client acquisition— Seek out new clients and business opportunities through phone outreach, virtual consultations, in-person meetings, and on-site presentations, continuously expanding your pipeline.
• Needs assessment & product suitability — Engage prospects to understand their financial goals and objectives, then offer tailored recommendations suited to their unique situations.
• Client relationship management — Build and nurture long-term relationships, serving as the primary point of contact for financial solutions and following up regularly to ensure continued alignment with client goals.
• Collaboration & reporting — Partner with the President of Sales on strategic initiatives and territory growth targets, reporting on sales activity, client feedback, and market trends.
• Market expansion — Drive penetration within your assigned region, identifying new opportunities and staying ahead of industry trends.
• Compliance & industry knowledge — Maintain a thorough understanding of financial products, market conditions, and industry regulations to ensure accuracy and compliance in every client interaction.

WHAT YOU BRING

• Active FINRA Series 7 and 63 licenses (required)
• Proven sales track record, preferably in financial services
• Strong communication and interpersonal skills, with the ability to engage clients at all levels
• Results-oriented, with a demonstrated ability to meet or exceed sales targets
• Self-motivated and proactive, effective independently and on a team
• Ability to assess client needs and recommend appropriate products and services
• Excellent organizational skills and attention to detail
• Willingness to travel within the assigned region as needed

We're committed to a supportive, collaborative environment where you can grow your career while making a meaningful impact on our clients' financial futures. We offer comprehensive training, career development opportunities, and competitive compensation.