Regional Vice President of Investment Sales

Staffing in Motion; Carpinteria (CA); Remote; USD 100,000 - 500,000; Full time

Job summary

A leading global portfolio management firm is seeking an experienced outside sales professional to manage high net worth client leads. This home-based role offers a base salary of $100,000 plus uncapped commissions, with total compensation potential of up to $1 million. The firm provides all necessary home office expenses and has a dedicated service team for client retention.

Benefits

100% health/medical coverage

Dental & vision care

401k matching

Expense account for travel

Qualifications

• 7+ years' experience as an Investment Advisor or similar role.
• Strong track record of success in sales.

Responsibilities

• Close leads of high net worth clients provided by the firm.
• Focus on client relationships without cold calling.

Skills

Sales

Client Management

Job description

Firm : Large global portfolio management firm with over 250 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities preferences. Fee based platform that offers global portfolio management solutions.

Role : In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest. There is absolutely no cold calling / prospecting in this role and the firm prefers that you just focus on closing the client leads that the firm provides.

A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.

The firm actively markets their services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.

Home Office : The firm covers all home office expenses : computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account.

Compensation : $100,000 base salary to start + uncapped commission, with average total compensation of $300,000 to $500,000 and top producers earning $1 million plus.

Compensation includes a base salary + uncapped commission. Salary starts at $100,000 and gradually declines to $0. However, at that point commission increases substantially as you will receive commission on any new sale for a number of years to come.

Benefits : 100% coverage on all health / medical, dental & vision care for you and any dependents and 401k matching

Requirements : 7+ years' experience working as an Investment Advisor or External Wholesaler or similar role & a strong track record of success in sales and bringing in new investment assets to the firm.

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