West Coast Regional Vice President

Axxes Capital; United States; On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Monthly T&E allowance

Job summary

A leading asset management company based in Miami is seeking a West Coast Regional Vice President to drive sales growth within the RIA channel. The ideal candidate will have a strong sales background, excellent communication skills, and the ability to build relationships with financial intermediaries. With competitive compensation and opportunities for business development, this role is perfect for a self-motivated individual passionate about private investment solutions.

Qualifications

• Must have current FINRA Registrations (Series 7, 63, 65, and/or 66).
• Strong problem-solving and analytical skills.
• Ability to work independently and collaboratively.
• Excellent oral, written and interpersonal communication skills.
• Informed and conversant across a broad range of topics.
• Energetic, self‑motivated, positive attitude, goal‑oriented.
• Ability to meet deadlines, strong organizational skills, ability to work independently and collaboratively.
• Technical/Computer skills: Microsoft Word, PowerPoint and Excel.

Responsibilities

• Generate sales in the West Coast territory within the RIA channel.
• Own sales performance and goals for the territory.
• Develop relationships and manage sales efforts within the defined territory.
• Collaborate with the Head of US Distribution to implement sales strategy.
• Create business plans for territory management.

Skills

Sales performance management

Relationship building

Analytical abilities

Interpersonal communication

Self-motivation

Independent & collaborative work

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Miami based alternative asset manager is seeking a West Coast based sales professional with strong relationships in the RIA space to join our team. The West Coast Regional Vice President will support and grow the business to financial intermediaries. Ideally, the sales professional will be based on the West Coast or within close proximity.

Essential Job Functions

• Generate interval funds sales in the West Coast territory within the RIA channel.
• Own sales performance and goals for the territory.
• Solidify relationships, generate new business with clients and manage sales efforts within the defined geographic territory.
• Work closely with the Head of US Distribution / RIA Channel Head to create and implement a sales strategy.
• Business Plan Creation: segmentation, time management, counterpart collaboration, territory management, etc.

Basic Qualifications

• Bachelor’s Degree.
• Current FINRA Registrations (Series 7, 63, 65, and/or 66).
• Enhanced problem‑solving and analytical abilities, and familiarity with investment strategies and concepts.
• Excellent oral, written and interpersonal communication skills.
• Informed and conversant across a broad range of topics.
• Energetic, self‑motivated, positive attitude, goal‑oriented.
• Ability to meet deadlines, strong organizational skills, ability to work independently and collaboratively.
• Technical/Computer skills: Microsoft Word, PowerPoint and Excel.

Salary Details

W‑2 compensation will be a base salary plus basis points on sales. The sales professional will also receive a monthly T&E allowance.

About Us

The firm is building a next‑generation asset management company focused on delivering exceptional private investment products for the massive and underserved accredited investor and mass affluent market. We are capitalizing on the significant reallocation from public to private securities driven by the largest‑ever generational transfer of wealth to a younger, better‑informed, and more risk‑tolerant investor base that recognizes the benefits private investments provide for long‑term wealth enhancement.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Business Development and Sales