Regional Vice President Mutual Funds, West Territory (REMOTE + TRAVEL)

Equitable Advisors; Seattle (WA); Remote; USD 77,000 - 94,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Job summary

Equitable is seeking an experienced Regional Vice President – Mutual Funds for the Western territory (CA, OR, WA, NV, ID, MT, HI & AK). The role is remote with travel up to 75% and requires interaction with national and regional advisors to grow market share.

You will educate advisors on investment products, manage territory and budgets, and collaborate with internal wholesalers to achieve sales goals. Bachelor’s degree and FINRA licenses required; travel will be significant.

Qualifications

• Bachelor's degree or equivalent professional work experience.
• FINRA Series 6 and 63 registrations active upon hire.
• FINRA Series 7 active upon hire or ability to obtain within 180 days of start date.
• Success in a previous direct sales or wholesaler role.
• Knowledge of Mutual Funds and Investment products.

Responsibilities

• Educate and train advisors on Equitable Investment Management model portfolios and the 1290 Funds family of mutual funds.
• Assess and identify the needs of advisor clients in order to promote new products.
• Develop new producers while retaining existing producers to grow market share.
• Develop new relationships and manage territory effectively.
• Utilize Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
• Work with and train Internal Wholesaler to collaborate with RVP and drive sales.

Skills

Client Relationship Management

Effective Presentations

Industry Knowledge

Selling

Strategic Sales Planning

Education

Bachelor's degree or equivalent

Job description

Job Description - Regional Vice President Mutual Funds, West Territory (REMOTE + TRAVEL) (260000I0)

Regional Vice President Mutual Funds, West Territory (REMOTE + TRAVEL) (260000I0)

Primary Location

UNITED STATES-WA-Seattle

Other Locations

UNITED STATES-ID, UNITED STATES-CA, UNITED STATES-MT, UNITED STATES-WA-Bellevue, UNITED STATES-OR-Portland, UNITED STATES-NV

Organization

Equitable

Schedule

Full-time

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a missionwe’vehoned since 1859.

Equitable is looking for an experienced Regional Vice President (External Wholesaler) Mutual Funds for Equitable Investment Management will develop and manage consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors in the Western territory: CA, OR, WA, NV, ID, MT, HI & AK.

This position offers a remotework arrangement plus up to 75% travel for business needs. Periodic office visits may be requested based on business needs.

What You’ll Be Doing

Educate and train advisors on Equitable Investment Management model portfolios and 1290 Funds family of mutual funds.

Assess and identify the needs of advisor clients in order to promote new products.

Develop new producers while retaining existing producers to grow market share.

Develop new relationships. Responsible for territory management.

Utilize internal sales desk to assist in managing territory.

Work with and train Internal Wholesaler to work collaboratively with RVP.

Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.

Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals.

Candidate will be responsible for communication with National Sales Manager on an ongoing basis.

Managing a budget and timely expense reporting.

Develop new producers while retaining existing producers to grow market share of 1290 Funds.

Maintain sales goals. Candidate must be able to identify, create and implement investment fund and MPS model sales opportunities.

Knowledge of territory management practices, tools, and techniques; ability to manage and maximize investment business for multiple geographical areas.

Educate and train advisors on 1290 Funds investment products.

Managing a budget and timely expense reporting.

Travel required 75% of time.

The base salary for this position is $85,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Bachelor's degree or equivalent professional work experience

FINRA Series 6 and 63 registrations active upon hire

FINRA Series 7 active upon hire or ability to obtain within 180 days of start date

Success in a previous direct sales or wholesaler role

Knowledge of Mutual Funds and Investment products

Preferred Qualifications

Experience in local area market

CIMA or CFA

Demonstrated communication/interpersonal skills

Proven computer, mobile device and organizational skills

Located within the Western territory and ability to travel up to 75%

Skills

• Client Relationship Management:Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.
• Effective Presentations:Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
• Industry Knowledge:Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
• Selling:Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.
• Strategic Sales Planning:Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.

About Equitable

At Equitable,we’rea team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee toleveragetheir unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at [phone] or email us at [e-mail] .