RIA External Sales

InspereX Holdings LLC.; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Join a rapidly growing distributor of structured products as a Regional VP! This exciting role focuses on building investor relationships and enhancing firm profitability. You will leverage your expertise in financial sales to educate RIAs, family offices, and wealth managers about innovative investment solutions. With a dynamic and entrepreneurial environment, you will thrive in a position that offers uncapped earning potential. If you have a proven track record in fundraising and a passion for client services, this is your chance to make a significant impact in the financial industry!

Qualifications

• 8+ years in financial sales, fundraising, or wholesaling.
• Proven track record with RIAs, wealth managers, and family offices.

Responsibilities

• Cultivate relationships with investors to secure capital.
• Educate advisors on products through presentations and meetings.
• Develop business plans to achieve fundraising goals.

Skills

Financial Sales

Fundraising

Client Relationship Management

Private Credit and Equity Fundamentals

Consultative Selling

Education

Bachelor's Degree in Finance or related field

FINRA Series 7 and 63 licenses

Job description

Are you a seasoned financial sales professional with experience selling into RIAs, Family Offices, and Wealth Managers? Are you a proven fundraiser who thrives in a dynamic, growth-oriented, and entrepreneurial environment with uncapped earning potential? If so, we have an exciting opportunity for you!

As a Regional VP, your primary focus will be on building assets, enhancing firm profitability, and elevating brand value by nurturing strategic investor relationships. You’ll follow a consultative fundraising model, delivering differentiating solutions in structured products. Your territory will encompass regional investors, such as RIAs, wealth managers, and family offices. Your role is to bring a fresh perspective to these investors and educate them on these investments and portfolio construction.

YOUR TEAM:
A rapidly growing distributor of Structured Products is looking for a Regional VP with strong Wirehouse or RIA coverage to join our expanding team. Relationships with RIAs, Family Offices, and Private Wealth are a plus. If you are looking to join a team of highly motivated, skilled, and empowered financial sales professionals, don’t wait, apply today!

YOUR RESPONSIBILITIES:

1. Cultivate and nurture relationships with investors, specifically RIAs, wealth managers, and family offices, to secure capital within your designated territory.
2. Educate financial advisors on the benefits of our client’s products and services through presentations, meetings, seminars, and conferences.
3. Develop and execute business plans to achieve fundraising goals.
4. Maintain an organized database of current and prospective investor relationships.
5. Collaborate closely with the fundraising team to follow up on leads generated within your territory.
6. Travel as mutually agreed upon.
7. Contribute to various business and brand-building activities.

YOUR QUALIFICATIONS:

1. 8+ years of experience in client services, fundraising and/or working as a wholesaler.
2. Background in a reputable asset management firm with multiple investment strategies and products preferred.
3. Profound knowledge of private credit and equity fundamentals.
4. Well-established, trusted relationships with a substantial number of investors, including RIAs, wealth managers, and family offices.
5. Proven track record of cultivating relationships and raising capital in your region.
6. FINRA Series 7 and 63 licenses required.

ABOUT INSPEREX

InspereX unites the more than two decades of success in fixed income and market-linked products origination, underwriting, distribution, and education of Incapital with the innovation of Silicon Valley’s 280 CapMarkets and its revolutionary fixed income tech platform, BondNav. We represent more than 400 issuing entities and have underwritten more than $670 billion in securities. InspereX stands for people, products, and technology you can trust.

InspereX is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee’s ability to perform the duties of the job applied for. EOE m/f/d/v

Job Category: Sales

Job Type: Full Time

Job Location: Remote Position - USA