RVP Wealth Management - Pacific West

Ladders; United States; Remote; USD 150,000 - 200,000; Full time

Benefits offered by this job

Remote work flexibility within states

Health, dental, and life insurance

401(k) retirement plan

Paid vacation and sick time

Performance-based bonuses

Job summary

Ladders is seeking a RVP Wealth Management - Pacific West to join our leadership team in the Finance space. This remote role oversees wealth management sales performance across the Pacific West territory, focusing on advisor engagement and growth, partnering with sales consultants and senior leaders to execute business plans and drive adoption.

The ideal candidate brings 10+ years in financial services with a consultative sales background, is licensed (Series 7, S63/S66, S65/S66 or eligible),

Qualifications

• 10+ years in financial services with a focus on sales and wealth management.
• Proven consultative sales experience driving growth.
• Bachelor's degree or equivalent required.
• Series 7 license required upon hire.
• Active State securities agent registration (S63 or S66) or ability to obtain within 90 days.
• Active State IAR registration (S65 or S66) or ability to obtain within 90 days.

Responsibilities

• Drive sales results by building relationships with advisors through meetings and events.
• Use a consultative approach to influence product selection and identify client opportunities.
• Collaborate with sales consultants and leadership to execute business plans.
• Monitor industry trends and communicate insights for sales strategy.
• Travel to conduct advisor engagement activities and represent the organization at events.
• Utilize CRM tools and sales analytics to enhance sales effectiveness.
• Manage territory operations and improve advisor experience.

Skills

Wealth management sales

Consultative selling

Strategic relationship building

Education

Bachelor's degree

Tools

Series 7 license

S63/S66 securities registrations

S65/S66 IAR registrations

Job description

For our client, we are seeking a RVP Wealth Management - Pacific West to join the team of a leader in the Finance & Insurance space.

This remote leadership role will oversee wealth management sales performance across the Pacific West territory, with a strong focus on advisor engagement and growth. The ideal candidate will partner closely with sales consultants and senior leaders to execute business plans, strengthen advisor relationships, and drive product and solution adoption. Success in this position will come from combining consultative selling, market insight, and operational discipline to enhance the advisor experience and deliver results.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $150,000 - $200,000 annually

Responsibilities

• Drive sales results by building relationships with advisors through meetings and events
• Use a consultative approach to influence product selection and identify client opportunities
• Collaborate with sales consultants and leadership to execute business plans
• Monitor industry trends and communicate insights for sales strategy
• Travel to conduct advisor engagement activities and represent the organization at events
• Utilize CRM tools and sales analytics to enhance sales effectiveness
• Manage territory operations and improve advisor experience

Qualifications

• 10+ years in financial services with a focus on sales and wealth management
• Proven consultative sales experience with a track record of driving growth
• Bachelor's degree or equivalent required
• Series 7 license required upon hire
• Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
• Active State IAR registration (S65 or S66) or ability to obtain within 90 days

Benefits

• Remote work flexibility within specified states
• Comprehensive health, dental, and life insurance options
• 401(k) retirement plan
• Paid vacation and sick time
• Performance-based bonuses and incentives

Our client is an equal opportunity employer. We encourage you to apply even if you don't meet every qualification- your background could be exactly what this team needs.