Regional Vice President, National & Retail

DPL Financial Partners; Louisville (KY); Remote; USD 180,000 - 280,000; Full time

Job summary

DPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead relationship development and drive growth across the retail and national channels in the East region. This role partners with advisory firms, blending investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions.

You will manage multi-stakeholder sales cycles, influence portfolio construction, and represent DPL at industry events, with travel up to

Qualifications

• 3–10+ years of experience in financial services, asset management, or annuity distribution.
• Proven success in sales, particularly within the RIA channel.
• Demonstrated ability to build and close large, complex deals with senior stakeholders.

Responsibilities

• Own and grow relationships with RIA firms within an assigned territory.
• Develop and execute a targeted business plan to drive membership adoption and product flows.
• Establish credibility as a trusted investment resource to CIOs, Heads of Investment, and Financial Planning leadership.
• Lead complex, multi-stakeholder sales cycles from initial engagement through close and onboarding.
• Drive asset conversion opportunities (e.g., 1035 exchanges, new allocations) into fee-based annuity solutions.

Skills

Relationship development

Sales leadership

Executive communication

Strategic thinking

Education

Bachelor's degree in Finance/Economics

CFA/CFP/CAIA designation (strong plus)

Job description

Regional Vice President, National/Retail

Location: Remote / Hybrid

Employment Type: Full-Time

Reports to: SVP, Advisor & Firm Growth

Role Overview

DPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead relationship development and drive growth across the retail and national channels in the East region. This individual will operate as a strategic investment partner to advisory firms, combining deep investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions.

This is a high-impact, quota-carrying role focused on building C‑suite relationships, influencing portfolio construction decisions, and driving large-scale partnerships.

Key Responsibilities

Sales & Relationship Management

• Own and grow relationships with RIA firms within an assigned territory
• Develop and execute a targeted business plan to drive membership adoption and product flows
• Establish credibility as a trusted investment resource to CIOs, Heads of Investment, and Financial Planning leadership
• Lead complex, multi-stakeholder sales cycles from initial engagement through close and onboarding
• Drive asset conversion opportunities (e.g., 1035 exchanges, new allocations) into fee-based annuity solutions

Investment-Led Consulting

• Serve as a subject matter expert on portfolio construction, retirement income strategies, and annuity integration
• Position annuities within broader investment frameworks (e.g., alternatives, fixed indexed, income sleeves)
• Partner with firms to solve for client outcomes: income, downside protection, tax efficiency, and diversification
• Deliver investment-focused presentations to investment committees and advisor teams

Business Development & Market Presence

• Proactively source and engage new opportunities through networking, referrals, and industry presence
• Represent DPL at industry conferences, events, and executive meetings
• Identify and capitalize on trends across the RIA and wealth management landscape

Strategic Influence & Leadership

• Provide field insights to senior leadership on product gaps, competitive dynamics, and advisor needs
• Contribute to go-to-market strategy, including messaging, segmentation, and engagement models
• Mentor and support internal sales team members on advanced sales strategies and investment positioning

Qualifications

Experience

• 3-10+ years of experience in financial services, asset management, or annuity distribution
• Proven success in sales, particularly within the RIA channel
• Demonstrated ability to build and close large, complex deals with senior stakeholders
• Strong background in investments, portfolio construction, or retirement-income strategies

Technical & Professional Expertise

• Deep understanding of:
  • Annuities (RILAs, fixed indexed, advisory solutions)
  • Investment portfolios and asset allocation frameworks
  • Retirement income planning and tax-aware strategies
• Ability to translate complex investment concepts into clear, compelling client solutions

Licensing & Education

• Bachelor's degree required (Finance, Economics, or related field preferred)
• FINRA Series 6/7 and 63 (or ability to obtain)
• Life & Health Insurance licenses required
• CFA, CFP, or CAIA designation is a strong plus

Key Attributes

• Executive presence with the ability to engage C-suite and investment committees
• Highly self‑motivated with a "must win" mentality and ownership mindset
• Strong communicator with the ability to influence both technical and non‑technical audiences
• Strategic thinker who can operate at both strategic and tactical levels

Travel

• Travel required up to 30–40%, focused on client meetings, conferences, and key events

What Success Looks Like

• Consistent achievement of sales and asset growth targets
• Expansion of DPL's footprint within top‑tier RIA firms
• Recognition as a go‑to investment partner for advisors and home offices
• Measurable impact on firm adoption and long‑term revenue growth