Regional Vice President of Sales

Staffing In Motion; Richmond (VA); Remote; USD 100,000 - 500,000; Full time

Job summary

An established industry player is seeking a driven individual for a home-based outside sales role focusing on high-net-worth clients. This position emphasizes closing leads provided by the firm, with no cold calling required. Enjoy the benefits of a competitive compensation structure starting at $100,000 base salary plus uncapped commissions, leading to total earnings that can exceed $1 million for top producers. The firm offers comprehensive health coverage and covers all home office expenses, making this an attractive opportunity for experienced investment advisors looking to leverage their skills in a supportive environment.

Benefits

100% Health Coverage

Dental Insurance

Vision Care

401(k) Matching

Home Office Expense Coverage

Qualifications

• 7+ years of experience in investment advisory or external sales roles.
• Proven track record of success in sales and acquiring new investment assets.

Responsibilities

• Close leads of high-net-worth clients interested in investing.
• Work with a dedicated portfolio management team for client transitions.

Skills

Sales Skills

Client Relationship Management

Investment Advisory

Portfolio Management

Job description

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 in investing with the firm and have over $500k or more to invest. There is no cold calling or prospecting; your focus will be 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 transferring their investment portfolios.

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

Compensation: Starting with a $100,000 base salary plus uncapped commission, with average total compensation ranging from $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, at which point commissions increase substantially, as you will receive commissions on new sales for several years.

Benefits: 100% coverage on 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 investment assets to the firm.