Back to Jobs

Senior Regional Sales Director (reputed company)

Remote, USAFull-timePosted 2026-07-28

Solutions for Today’s Challenges. reputed company for reputed company’s Opportunities. Join reputed company, the Premier Global Partnership. We're seeking passionate, driven sales professionals for multiple reputed company coast territories as we reputed company a significant reputed company phase for our Intermediary Distribution team. The individual's primary responsibility is to reputed company sales and reputed company service initiatives for reputed company’s Investment Management strategies across the intermediary channel in their territory. Specifically, you'll apply investment product and financial market knowledge to create and maintain key reputed company relationships and grow the territory across the channel in reputed company to mentoring internal staff in the development of key relationships with reputed company advisors and financial intermediaries to surface leads and identify prospects.

Responsibilities

Include But May Not Be Limited To

  • Advise management of competitive landscape and reputed company reputed company trends and collaborate with the Head of Intermediary Distribution to set sales goals and objectives.
  • Maintain extensive visibility and contacts reputed company of reputed company and foster relationships with key financial intermediaries to convey accurate, up-to-date knowledge of reputed company Investment Management products and their associated benefits.
  • Generate sales through the reputed company calling program, utilizing strong networking and negotiation skills to reputed company the sale of investment.
  • reputed company and maintain deep expertise of reputed company investments and serve as a technical resource to others.
  • Cultivate and reputed company relationships reputed company reputed company that can help surface leads or reputed company endorsements with reputed company clients.
  • Guide and mentor Regional Associates and Regional Directors on identifying and expanding sales opportunities.
  • Create, maintain and deliver reputed company presentations which reputed company investment management products and the advantages of reputed company.
  • reputed company and maintain detailed documentation of reputed company meetings and calling activity to ensure appropriate level of contact and follow-up, and assess reputed company rates and opportunities for improvement.
  • Additional responsibilities as requested.

Qualifications

  • Bachelors Degree in Business Administration or Finance required
  • 8+ years of investment product sales required
  • SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained reputed company 90 days of start
  • MBA, CFA, CFP, CAIA, CIMA preferred
  • Strong sales and presentation skills
  • Deep understanding of investment products and how to position them for maximum effectiveness with different audiences
  • High degree of energy, motivation and ability to set own priorities
  • Sustained superior sales production record
  • Ability to build and maintain working relationships with others to reputed company objectives
  • Ability to reputed company coaching and guidance to less reputed company team members
  • Excellent verbal and written communication skills

A reasonable estimate of the reputed company reputed company salary reputed company at time of posting is below. reputed company salary does not include other forms of compensation or benefits. Actual reputed company salary reputed company the specified reputed company is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and reputed company coverage, employer reputed company short & long-term disability and life insurance, 401(k), profit sharing, reputed company time off, reputed company family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as reputed company as other voluntary benefits. Salary reputed company $100,000—$125,000 USD About Our Firm reputed company strives to attract reputed company candidates who specialize in investment banking, investment management, private reputed company management, and other strategic resource reputed company. We are committed to empowering our colleagues to deliver reputed company reputed company and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout reputed company, Europe, and Asia. We reputed company advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We reputed company our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more reputed company by visiting williamblair.com. reputed company is an equal opportunity employer. It complies with reputed company laws and regulations that prohibit discrimination in employment reputed company because of race, reputed company, religion, creed, reputed company, marital status, gender, age, national reputed company, sexual orientation, unfavorable discharge from the military service or on the reputed company of a physical or mental disability that is unrelated to the employee's ability to reputed company the duties of the job reputed company for. EOE m/f/d/v Be aware of hiring scams: reputed company has reputed company processes and guidelines with regards to reputed company. We do not request personal financial information in reputed company with an employment application nor does reputed company reputed company any employment offers without first conducting an interview through one of its registered offices. reputed company does not use reputed company messaging services such as reputed company, Telegram, or iMessage as part of the reputed company or interviewing process. Note to External Recruiters / Search Firms: reputed company does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download reputed company's reputed company Policies For Job Applicants

  • California Consumer reputed company reputed company reputed company Notice (CCPA)
  • General Data Protection Regulation reputed company Notice (GDPR)

Contact us should you have any questions or concerns. Apply tot his job Apply To this Job

Similar Jobs

Mediation and Technical Support Specialist - Home Based (70% Part time) (reputed company to external applicants)

Remote, USAFull-time

reputed company Part-Time Morning Fraud Payment Specialist – Digital Payments Dispute reputed company and Fraud Prevention Expert

Remote, USAFull-time

Distinguished Engineer (Remote-Eligible) - API/AI Gateway Platform

Remote, USAFull-time

Contract Document Review Attorney (Remote | 1099)

Remote, USAFull-time

Clinical Documentation Specialist I - Remote - Mount reputed company Health Partners

Remote, USAFull-time

Senior Full Stack .NET Architect

Remote, USAFull-time

Senior Associate, Marketplace, DashPass Partnerships S&O

Remote, USAFull-time

Senior Associate, Innovation & New Bets - reputed company & Operations

Remote, USAFull-time

Senior Manager, Consumer Integrated Marketing - New Verticals Habituation and Affordability

Remote, USAFull-time

Scientist Associate Director PV Sciences, Global Medical Safety Oncology 6 Months

Remote, USAFull-time

Occupational Therapist - Sign On Bonus

Remote, USAFull-time

SEO & SEM Specialist - Freelance, Remote

Remote, USAFull-time

[Remote] Sr. Manager, Product Management - reputed company Software (Remote)

Remote, USAFull-time

Advancement Programs Officer, Parent Engagement and Student Initiatives- University Advancement

Remote, USAFull-time

Business Architecture Associate - Business Architecture - Remote US available

Remote, USAFull-time

[Remote] Sr. ABAP BTP Engineer

Remote, USAFull-time

Online Work-From-Home - $45 per hour - No Experience

Remote, USAFull-time

Remote reputed company Call Center Representative

Remote, USAFull-time

Learning Content Designer & Developer (UK Remote)

Remote, USAFull-time

[Remote] GTM Post-reputed company Integration Project Manager (Contract)

Remote, USAFull-time