Regional Vice President of Sales

Staffing In Motion; Charlotte (NC); Remote; USD 100,000 - 500,000; Full time

Job summary

A leading global portfolio management firm is seeking an experienced outside sales professional to close deals with high-net-worth clients. This home-based role offers a generous base salary starting at $100,000, with uncapped commission potential, resulting in total earnings of $300,000 to $500,000. The firm provides quality leads, covers home office expenses, and offers comprehensive benefits including health, dental, vision, and a 401(k) plan.

Benefits

100% coverage for health/medical, dental, and vision

401(k) matching

Covers home office expenses

Travel expenses covered

Provided expense account

Qualifications

• 7+ years of experience as an Investment Advisor or External Wholesaler.
• Proven track record in sales and securing new assets.

Responsibilities

• Close sales with pre-qualified high-net-worth clients.
• Manage client relationships with dedicated support from a portfolio management team.

Skills

Sales

Investment Advisory

Client Relationship Management

Job description

Firm: Large global portfolio management firm with over 200 billion in assets under management. Each client has a separately managed portfolio based on their risk tolerance, asset allocation, and securities preferences. The firm offers a fee-based platform that provides global portfolio management solutions.

Role: This is a home-based outside sales role focused on closing leads of high-net-worth clients who have already expressed interest and have over $500,000 to invest. There is no cold calling or prospecting; the firm provides pre-qualified leads for closing.

A dedicated portfolio management and service team handles the transition and retention of client relationships.

The firm markets its services via direct mail, internet, television advertising, and other mediums, receiving responses from interested investors willing to discuss portfolio transfers.

Home Office: The firm covers all home office expenses, including computer, phone, scanner, and printer. Travel expenses are also covered, and an expense account is provided.

Compensation: Starting at a $100,000 base salary plus uncapped commission, with average total compensation of $300,000 to $500,000, and top producers earning over $1 million. The salary declines to $0 over time, but commission increases significantly, earning on new sales for several years.

Benefits: 100% coverage for health/medical, dental, and vision care for you and dependents, along with 401(k) matching.

Requirements: 7+ years of experience as an Investment Advisor, External Wholesaler, or similar role, with a strong track record of success in sales and bringing in new assets.