Values-Based Regional Director – Great Lakes (Remote)

Eventide; Northern (KY); Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonuses

Job summary

Eventide is seeking a Senior Regional Director to serve financial advisors across the Great Lakes region in a remote capacity. Coverage includes Iowa, Michigan, Minnesota, Wisconsin, and the Chicago area to advance values-based investing aligned with Eventide’s mission.

The role requires 7+ years of wholesaling, Series 7 & 63 licenses, and exceptional communication skills to grow sales of mutual funds, SMAs, ETFs, and private markets while nurturing key relationships with leadership and analysts.

Qualifications

• 7+ years of wholesaling experience selling SMAs, mutual funds and ETFs.
• Series 7 & 63 licenses required.
• Excellent written and verbal communication with ability to articulate the Eventide story.
• Knowledge of financial markets and values-based investing space.

Responsibilities

• Understand and communicate Eventide’s values-based philosophy and Business360 framework.
• Develop expertise in sustainable investment products and competitors.
• Educate financial advisors and clients to align with the investment philosophy.
• Grow sales in the Great Lakes region across mutual funds, SMAs, ETFs, and private markets.
• Provide portfolio analytics using commercial and proprietary tools.
• Plan and execute sales targets and strengthen regional relationships.
• Build relationships with regional leadership, advisors, and analysts.
• Conduct advisor dinners, branch meetings, and client seminars.

Skills

Wholesaling experience

Excellent communication

Relationship building

Strategic thinking

Education

Series 7 & 63 licenses

Job description

Eventide is seeking a Senior Regional Director to serve financial advisors across the Great Lakes region in a remote capacity. Coverage includes Iowa, Michigan, Minnesota, Wisconsin, and the Chicago area to advance values-based investing aligned with Eventide’s mission.

The role requires 7+ years of wholesaling, Series 7 & 63 licenses, and exceptional communication skills to grow sales of mutual funds, SMAs, ETFs, and private markets while nurturing key relationships with leadership and analysts.