Regional Vice President of Sales

Staffing In Motion; Philadelphia (Philadelphia County); Remote; USD 100,000 - 500,000; Full time

Job summary

A global portfolio management firm seeks an Investment Advisor for a home-based sales role focusing on high net worth clients. This role offers a starting salary of $100,000 with uncapped commissions, allowing top performers to earn over $1 million. The firm ensures all home office expenses and offers comprehensive benefits, including health coverage and 401(k) matching.

Benefits

100% coverage on health, medical, dental, and vision care

401(k) matching

Covers home office expenses

Qualifications

• 7+ years of experience as an Investment Advisor or External Wholesaler.
• Strong track record of success in sales.

Responsibilities

• Close leads of high net worth clients with over $500k to invest.
• No cold calling or prospecting; focus on provided client leads.

Skills

Sales

Client Relationship Management

Job description

Philadelphia, United States | Posted on 06/19/2025

• Salary: $100,000 to start + uncapped commission (OTC $300k-500k, top producers earning $1 million+)
• City: Philadelphia
• State/Province: Pennsylvania
• Country: United States

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 with global portfolio management solutions.

Role: In this home-based outside sales role, you will focus on closing leads of high net worth clients who have already expressed interest and have over $500k or more to invest. There is no cold calling or prospecting; you will focus solely on closing client leads provided by the firm.

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

The firm actively markets its services via direct mail, internet, television advertising, and other mediums. They receive pre-qualified responses from interested investors willing to discuss moving their investment portfolios.

Home Office: The firm covers all home office expenses, including computer, phone, scanner, printer, etc., as well as travel expenses with an expense account.

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

Note: Compensation includes a base salary plus uncapped commission. The salary starts at $100,000 and gradually declines to $0. However, at that point, commissions increase substantially, as you will receive commissions on any new sales for years to come.

Benefits: 100% coverage on health, medical, dental, and vision care for you and dependents, plus 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 investment assets to the firm.