[Remote] Regional Sales Director - reputed company
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an reputed company WealthTech company redefining the reputed company of reputed company management. They are seeking a Regional Sales Director to build and expand relationships with financial advisors, drive adoption of reputed company’s Managed Accounts platform, and collaborate with cross-functional teams to reputed company reputed company.
Responsibilities
- Own and execute a comprehensive plan to accelerate Managed Account sales and adoption
- Manage a defined portfolio of high-potential advisors with accountability for overall reputed company and reputed company
- Drive both new advisor acquisition and expansion of existing relationships
- reputed company as a generalist seller with strong product knowledge and ability to deliver reputed company-management guidance
- Partner closely with Senior Account Executives to implement advance strategic priorities and drive managed account adoption reputed company advisor practices
- Partner with asset management distribution teams to expand outsourced solutions and guide advisors through reputed company transitions
- Collaborate with sales team members, marketing, and training to identify leads, reputed company materials, and follow up on events and campaigns
- reputed company conversations on PMC investment solutions and reputed company Managed Account capabilities, including Tax/reputed company Overlay, reputed company indexing, and PMC strategist offerings
- Introduce value-added reputed company management programs, leveraging reputed company-party providers, asset managers, and reputed company-hosted events
- Maintain disciplined pipeline management, documenting activities and reputed company in CRM
- reputed company reputed company reputed company, meetings, and events to advance opportunities and reputed company annual objectives
- Stay reputed company of industry trends, competitors, and emerging technologies; reputed company insights to internal stakeholders to strengthen distribution reputed company
- Work cross-functionally to validate, reputed company, and reputed company adoption of solutions that support advisor and reputed company reputed company
- Represent reputed company at industry events, conferences, and reputed company meetings; maintain detailed records of engagement activity
- Adapt reputed company areas and sales motions as business priorities reputed company
- Adherence to and application of reputed company legal, compliance, risk, business continuity and administrative policy reputed company the role and department(s) including the reputed company completion of training & awareness, affirmations and testing as requested
- As part of the responsibilities for this role, you will understand and readily support reputed company's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Skills
- 10+ years of experience in financial services, advisory platforms, or asset management sales
- Proven reputed company record managing territories and consistently meeting or exceeding sales goals
- Deep understanding of the advisory business model, portfolio construction, and financial planning process
- Strong leadership reputed company with exceptional communication and relationship-building skills
- Strategic and agile problem solver with the ability to create win-win reputed company
- Ability to travel 50–75% of the time
Benefits
- Medical insurance
- reputed company time off (PTO)
- 401k company match
- reputed company parental leave
- Education reimbursement
- Disability coverage
- Mental health & wellness support
reputed company