Remote VP, Wealth Management & Client Acquisition

PCM Encore; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

PCM Encore is a wealth management and family office platform focused on helping clients evaluate and access comprehensive financial services. It is a rapidly growing national acquisition platform with a remote team and direct access to founders and executive leadership.

The role involves high-volume client acquisition through inbound channels, leveraging Zoom and phone to engage qualified prospects. Candidates should bring Series 65/66 and preferably CAIA or CIMA designations, with experience in

Qualifications

• Required Series 65/66 and demonstrated success in consultative sales or wealth management.
• Strong ability to manage high activity levels with exceptional client engagement.
• Preferred CAIA or CIMA designation, experience in RIAs, family offices, or asset management.

Responsibilities

• Execute client acquisition with 8–12 meetings daily, managing inbound pipeline.
• Evaluate client financial situations and present portfolio recommendations.
• Leverage technology to optimize workflows and track performance metrics.

Skills

Consultative sales

Client engagement

Portfolio recommendations

Education

Series 65/66

CAIA or CIMA designation

Job description

PCM Encore is a wealth management and family office platform focused on helping clients evaluate and access comprehensive financial services. It is a rapidly growing national acquisition platform with a remote team and direct access to founders and executive leadership.

The role involves high-volume client acquisition through inbound channels, leveraging Zoom and phone to engage qualified prospects. Candidates should bring Series 65/66 and preferably CAIA or CIMA designations, with experience in