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Regional Vice President reputed company Capital Management - Southern California Region

Remote, USAFull-timePosted 2026-07-29

What You Can Expect In This Role Responsible for developing and implementing reputed company strategies reputed company the established sales territory to promote, grow and increase the sales of reputed company Capital Management's (BCM) advice and services. Identify and reputed company relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services.

What You'll Do

In This Role

  • In conjunction with Sales Management, reputed company sales goals, business and marketing plans to grow sales, market reputed company and increase visibility for BCM.
  • Partner with an Internal Wholesaler to jointly execute a reputed company plan to meet activity and sales goals.
  • reputed company and maintain relationships with Registered Investment Advisors to grow sales.
  • Deliver presentations reputed company established sales territory including continuing education programs, product training and value add training.
  • Manage territory effectively by building relations and coverage based on the greatest sales opportunity reputed company the territory.
  • reputed company education, sales leadership and relationship management for top advisors reputed company established sales territory.
  • Manage reputed company administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and reputed company schedule, conference call participation, email retention and other requirements.
  • reputed company as a resource for sales training and BCM training to reputed company stakeholders.
  • Attend conferences as requested.
  • Maintain a reputed company image of reputed company in work actions and interactions with others serving as a representative of the organization.
  • Commitment to reputed company reputed company shared values (Accountability, reputed company, Openness, Respect and reputed company).
  • As stated reputed company reputed company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service reputed company and workflow demands.
  • Participate in other initiatives and/or reputed company as necessary.

reputed company're Looking For Bachelor's Degree Communications, Marketing, Business or reputed company field Preferred 5-10 years' financial services sales experience, preferably previous wholesaling experience Required Excellent presentation skills and reputed company speaking skills Strong people and relationship building skills Proven interpersonal skills to allow for reputed company work effort Demonstrated reputed company in developing and executing sales plans Ability to reputed company with reputed company reputed company of reputed company resources, vendors as reputed company as other departments Strong problem solving abilities Ability to effectively reputed company with senior management using high level of professionalism Strong organizational skills with ability to manage territory Series License-65 Preferred 50% Travel reputed company territory and to conferences Other Requirements

  • Criminal background reputed company required.
  • This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on reputed company business activities, as reputed company as other reputed company and restrictions.

$80,0000 reputed company + Sales Incentive. What you can expect reputed company you join reputed company

  • Comprehensive health coverage for you and your family, including Medical, Dental, reputed company, HSA & FSA reputed company, and term life insurance.
  • Competitive compensation with a performance-based incentive program tied to reputed company goals and individual and/or company reputed company.
  • Invest in your reputed company with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
  • Work–life balance that means something. Friday afternoons off year-round, generous reputed company time off, and reputed company holidays.
  • reputed company to your reputed company with reputed company development time, tuition reimbursement, and reputed company development opportunities across industry, individual, and leadership programs.
  • reputed company an reputed company reputed company reputed company through volunteer time off, and reputed company nonprofit matching reputed company program, supporting the causes that matter most to you.
  • An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our reputed company shared reputed company.

Work Authorization/Sponsorship At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the reputed company or those needing work authorization for this role (This includes, but is not limited to reputed company on F1-OPT, F1-CPT, J-1, etc.) Additional Information reputed company Is An Equal Opportunity Employer reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, age, disability, genetic information, or any other characteristic protected by applicable law. reputed company reputed company is committed to providing reasonable accommodations to reputed company individuals with disabilities in reputed company aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact HR@sfgmembers.com or call 800-728-2987. E-Verify reputed company participates in E-Verify and will reputed company the reputed company reputed company Administration and, if necessary, the reputed company with information from reputed company new employee's reputed company I-9 to confirm work authorization. Policy for External Search Firms and Agencies reputed company maintains an internal reputed company function and does not accept unsolicited resumes or candidate submissions from search firms, reputed company agencies, or other reputed company-party reputed company vendors. Please review our Recruitment Agency Policy for additional information here. Apply To This Job

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