Remote Regional VP, New Client Growth - Wealth Management

Wealth Enhancement Group; United States; Remote; USD 225,000 - 250,000; Full time

Benefits offered by this job

Health and dental insurance

401k with match

PTO and paid holidays

Remote work option

Tuition reimbursement

Wellness programs

Job summary

Wealth Enhancement is seeking a Regional Vice President, New Client Development to lead acquisition of new high-net-worth clients through our direct marketing channels, supporting local advisory teams as the client-facing lead.

The role requires 7+ years in investment management sales, a 4-year degree, FINRA 65 or 66, and the ability to travel up to 50%. The compensation target ranges from $225,000 to $250,000 annually, with a full benefits suite.

Qualifications

• 7+ years of business development / sales experience in investment management and/or financial advisory industry.
• 4-year degree in business, finance, marketing or related
• Strong financial advisory and wealth management acumen and experience
• Track record of success obtaining referrals from own network and converting referrals to new business
• Experienced sales skills to determine needs of partners and prospects through consultative questions
• Demonstrated strategic planning and selling experience
• Willingness to travel up to 50%
• Experience using CRM systems (Salesforce preferred)
• Excellent communication, presentation, listening and analytical skills
• Proven time management and organizational skills in high-volume, high-energy environments
• FINRA Series 65 or 66 required
• CFP designation preferred

Responsibilities

• Develop and drive new client acquisition strategies through direct marketing channels.
• Collaborate with marketing to optimize pitch decks and presentations.
• Close high-net-worth clients and grow assets under management.
• Educate clients on planning and investment topics in one-on-one and group settings.
• Support advisory teams to grow local presence and ensure client service and retention.
• Meet with high-net-worth investors to understand needs and present Wealth Enhancement solutions.
• Travel as required and maintain strong client relationships.

Skills

Sales experience

Relationship building

Financial services knowledge

CRM (Salesforce)

Education

Bachelor's degree in business/finance

Tools

Salesforce

Job description

Wealth Enhancement is seeking a Regional Vice President, New Client Development to lead acquisition of new high-net-worth clients through our direct marketing channels, supporting local advisory teams as the client-facing lead.

The role requires 7+ years in investment management sales, a 4-year degree, FINRA 65 or 66, and the ability to travel up to 50%. The compensation target ranges from $225,000 to $250,000 annually, with a full benefits suite.