Remote Regional Wholesale Director - SC/NC/S. VA

Victory Capital

Boston (MA)

On-site

USD 67,500 - 82,500

Full time

14 days+
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Job summary

Victory Capital is seeking a full‑time Mutual Fund/ETF Wholesaler to cover NC/SC/South Virginia. The role involves developing and maintaining relationships with financial advisors, promoting mutual funds/ETF and other investment products, and executing sales strategies to grow the business.

The candidate will identify new sales opportunities, provide product insights, and prepare financial presentations. Strong sales, communication, and collaboration skills are essential for success in this

Qualifications

  • Bachelor’s degree in Finance, Business Administration, or a related field.
  • Licenses 7 and 63 or 65 are required.
  • Proven track record of meeting or exceeding sales targets in financial services.
  • Knowledge of investments and wholesale practices.
  • Strong communication, presentation, and organizational skills.

Responsibilities

  • Develop and maintain relationships with financial advisors and promote mutual funds/ETF and other investment products.
  • Identify new sales opportunities and execute sales strategies to drive growth.
  • Provide product insights and support; prepare financial and business planning presentations for clients.
  • Collaborate with internal teams to align strategies and ensure client success.

Skills

Business planning
Finance knowledge
Investments wholesale
Sales skills
Communication
Organizational skills
Independent worker
Team collaboration

Education

Bachelor’s degree in Finance/Business Administration or related field
Licenses 7 and 63 or 65

Job description

Victory Capital is seeking a full‑time Mutual Fund/ETF Wholesaler to cover NC/SC/South Virginia. The role involves developing and maintaining relationships with financial advisors, promoting mutual funds/ETF and other investment products, and executing sales strategies to grow the business.

The candidate will identify new sales opportunities, provide product insights, and prepare financial presentations. Strong sales, communication, and collaboration skills are essential for success in this

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