Regional Vice President of Sales (Northeast)

Fisher Investments; United States; Remote; USD 100,000; Full time

Job summary

A leading investment firm seeks a Regional Vice President of Sales to manage sales in the Northeast. This role focuses 100% on sales without cold calling, utilizing a pipeline of qualified leads to drive engagement with high-net-worth prospects and clients, ultimately driving business results and personal career success.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match, up to IRS max

Family support programs including paid caregiver leave

Qualifications

• 5+ years experience in financial services.
• Preferred qualifications include FINRA Series 65 or a combination of Series 7 and 66.
• Proven track record of driving sales results.

Responsibilities

• Convert prospects to clients showcasing Fisher's services.
• Engage with clients to assess financial situations and provide solutions.
• Participate in training for advanced sales techniques and capital markets.

Skills

Sales Experience

Client Engagement

Financial Knowledge

Communication

Education

Bachelor's Degree in Finance or related field

FINRA Series 65 or Series 7 and 66

Job description

Regional Vice President of Sales (Northeast)

Join to apply for the Regional Vice President of Sales (Northeast) role at Fisher Investments

Regional Vice President of Sales (Northeast)

3 days ago Be among the first 25 applicants

Join to apply for the Regional Vice President of Sales (Northeast) role at Fisher Investments

Overview

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

Overview

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

Present Fisher Investment’s wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more.

The Northeast Region includes the following states: New York, Connecticut, Rhode Island, Massachusettes, Vermont, New Hampshire, and Maine.

The Day-to-Day:

• Convert prospects to clients by showcasing the Fisher difference
• Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
• Educate prospective clients on the variety of Fisher Investment’s offerings
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• Home office position with the expectation to meet prospects face-to-face or virtually in your local territory
  
  

Your Qualifications:

• 5+ years experience working in financial services
• FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
• Multi-year track record of success driving results
• Experience in high-volume phone activity and in-person meetings
  
  

Compensation:

• Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed
• This role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 years
  
  

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  
  

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

Referrals increase your chances of interviewing at Fisher Investments by 2x

Sign in to set job alerts for “Regional Vice President of Sales” roles.

Vice President of Sales with +10 years of experience in DTC

California, United States $60,000.00-$225,000.00 3 weeks ago

United States $150,000.00-$165,000.00 1 day ago

Vice President of Sales - Specialty/Functional Ingredients

United States $200,000.00-$250,000.00 1 day ago

Regional Vice President of Sales | Central Region

VP of Sales - Club, Value, Natural, Military

United States $235,000.00-$250,000.00 6 days ago

VP, Inside Sales - Travelopia Yachts (Florida-Based or Relocation to Florida)

United States $150,000.00-$208,000.00 1 week ago

Regional Vice President of Sales | IC Role | South

United States $105,000.00-$135,000.00 1 week ago

Regional Vice President of Sales (Southern Region)

New York, United States $175,000.00-$225,000.00 1 month ago

Vice President of Sales, Strategic Accounts

United States $180,000.00-$200,000.00 4 weeks ago

Massachusetts, United States $150,000.00-$175,000.00 4 days ago

Regional Vice President (RVP) of Sales - US

United States $180,000.00-$200,000.00 1 week ago

Regional Vice President, Sales - Northeast USA

United States $150,000.00-$250,000.00 1 month ago

Midwest, WY $175,000.00-$225,000.00 1 month ago

United States $200,000.00-$250,000.00 2 weeks ago

United States $250,000.00-$333,333.00 3 months ago

Vice President, Sales & Commercial Strategy

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.