Regional Sales Director

Victory Capital; Boston (MA); On-site; USD 67,500 - 82,500; Full time

Job summary

Victory Capital is seeking a full‑time Mutual Fund/ETF Wholesaler to cover NC/SC/South Virginia. The role involves developing and maintaining relationships with financial advisors, promoting mutual funds/ETF and other investment products, and executing sales strategies to grow the business.

The candidate will identify new sales opportunities, provide product insights, and prepare financial presentations. Strong sales, communication, and collaboration skills are essential for success in this

Qualifications

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Licenses 7 and 63 or 65 are required.
• Proven track record of meeting or exceeding sales targets in financial services.
• Knowledge of investments and wholesale practices.
• Strong communication, presentation, and organizational skills.

Responsibilities

• Develop and maintain relationships with financial advisors and promote mutual funds/ETF and other investment products.
• Identify new sales opportunities and execute sales strategies to drive growth.
• Provide product insights and support; prepare financial and business planning presentations for clients.
• Collaborate with internal teams to align strategies and ensure client success.

Skills

Business planning

Finance knowledge

Investments wholesale

Sales skills

Communication

Organizational skills

Independent worker

Team collaboration

Education

Bachelor’s degree in Finance/Business Administration or related field

Licenses 7 and 63 or 65

Job description

Remote - Territory South Carolina/North Carolina/South Virginia

About Victory Capital

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top‑tier investment talent equipped with comprehensive resources designed to deliver competitive long‑term performance. Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

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 and other investment products, and executing sales strategies to achieve business growth. Responsibilities include identifying new sales opportunities, providing product insights and support, preparing financial and business planning presentations, and contributing to client investment solutions. The individual will work closely with internal teams to align strategies and ensure client success.

You Have

• 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
• Ability to work effectively both independently and collaboratively with a team

Our Benefits

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation

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. Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

Equal Employment Opportunity

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy‑related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.