Vice President- Regional Sales

Zacks Invesment Research; Chicago (IL); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player in wealth management is seeking a Vice President of Regional Sales to drive client relationships and business development. This role offers a unique opportunity to focus on client service while leveraging a scalable model that includes support from a dedicated marketing and operations team. With a strong brand presence and a proven track record, candidates will benefit from numerous new business opportunities each month. If you have a successful background in managing fee-based client assets and are looking for a role that emphasizes flexibility and independence, this position is ideal for you.

Benefits

Full Healthcare Coverage

Dental Coverage

Flexible Schedule

Expense Account

Ongoing Income Stream

Qualifications

• Proven track record in managing client assets and fee-based accounts.
• Strong background in sales and business development.

Responsibilities

• Develop and maintain client relationships focused on investment management.
• Generate new business opportunities through provided leads.

Skills

Client Relationship Management

Sales Strategy

Business Development

Education

Bachelor's Degree in Finance or Business

Relevant Certifications (e.g., CFA, CFP)

Job description

Vice President- Regional Sales Zacks Investment Management

Employment Type : Full-Time

Zacks Investment Management, a wealth management boutique, is a leading expert on earnings and using earnings estimates in the investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research. Zacks Investment Management offers personalized investment portfolios for our clients through a fee based separately managed account structure. We use a disciplined approach designed to meet our clients’ needs.

We seek candidates who have established a successful practice with client assets that are primarily fee-based. We are currently hiring in regions across the U.S. in both major and minor metropolitan areas.

• WHY JOIN ZACKS–

New Business Opportunities Provided

• All RVP’s are provided appointments with qualified prospects who are interested in our managed accounts
• Our associate team calls, qualifies, builds rapport and sets business opportunities for you
• Depending on the territory you can receive upwards of 30 new business opportunities monthly

Focused, Scalable Model

• The position at Zacks is ideal for advisors who want to focus on client service, sales, and business development
• Our headquarters handles the marketing, investment decisions, asset allocations, presentation development, operations, account transfers, compliance and legal issues

Brand Recognition

• Zacks is already an established brand, with a strong internet presence
• Zacks.com generates 118 million impressions monthly
• Proven method and track record that is well received by clients and prospects
• Recently recognized as a “Manager of the Decade” by PSN Top Guns

Additional Benefits

• Flexible and independent schedules
• The ability to build an ongoing income stream
• Full Time Employee including full healthcare, dental coverage and expense account

Who is Zacks

The Zacks Group of companies consists of Zacks Investment Research (ZIR ), Zacks Investment Management (ZIM ), and Zacks Trade.

ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web and provides active self-directed individual investors with research and investment tools designed to help them become more successful traders and investors.

ZIM, our wealth management firm, is an SEC registered RIA that manages over $5 Billion for high net worth individuals and institutions interested in long term value creation. Zacks Trade our broker dealer provides discount brokerage services to both active individual traders and to long term investors.