Vice President of Sales

Vice President of Sales

About the Company

A dynamic and independent money management firm dedicated to providing exceptional financial services.

Industry
Financial Services

Type
Privately Held

Founded
1979

Employees
1001-5000

Categories

• Marketplaces
• Financial Services
• Investment Management
• Consulting & Professional Services
• Asset Management
• Brokerage
• Finance
• Fisher Investments
• Investing
• Investment Advisor
• Investment Banking
• Investment Services
• Ken Fisher
• Portfolio Management
• Private Client Group
• Retirement
• Trusts
• Financial Advisers
• Insurance

Specialties

• Financial Services
• Portfolio Management
• Investment Advice
• Retirement Planning
• Retirement Investment Planning

Business Classifications

• Marketplace
• B2B

About the Role

Join our team as the Vice President of Sales and play a crucial role in delivering our wealth management solutions to high-net-worth clients. In this position, you will engage prospects to assess their financial needs and effectively present our offerings, converting them into valued clients. This role is remote, with the flexibility to meet prospects face-to-face or virtually within your local area. We offer a qualified lead flow, and there is no requirement for cold calling.

The ideal candidate will have at least 5 years of experience in financial services. Preference will be given to applicants who possess a FINRA Series 65 or a combination of FINRA Series 7 and 66. A proven track record of success, experience with high-volume phone interactions, and in-person client meetings are essential for this role. Successful candidates will be skilled in advanced phone sales techniques and possess a solid understanding of finance, capital markets, and portfolio management.

We value individuals who prioritize our clients' needs and are passionate about enhancing the investment landscape.

Hiring Manager Title
Director of Sales

Travel Percent
Less than 10%

Functions

• Sales/Revenue
• Account Management/Optimization