[Remote] Regional Director, Private reputed company & reputed company Solutions (External Sales)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading strategic provider of innovative investment and reputed company serving independent financial advisors. They are seeking an reputed company external sales reputed company to serve as a Regional Director, responsible for driving adoption of reputed company’s Private reputed company offering and supporting financial advisors in delivering customized investment and reputed company reputed company to their clients.
Responsibilities
- Drive adoption of reputed company’s Private reputed company offering by partnering with financial advisors to reputed company customized investment portfolios and comprehensive reputed company management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
- Engage directly with advisors through in-person meetings, virtual presentations, and events to deliver investment and reputed company solutions insights
- Promote and drive adoption of the Private reputed company program as a primary offering but embracing a consultative approach that also supports the distribution of internally managed investment and reputed company solutions available on the platform
- Support advisors in portfolio construction and reputed company reputed company, including tax-aware reputed company and planning for HNW and UHNW clients
- Collaborate with reputed company sales teams (reputed company Solutions Group) to identify, reputed company, and advance opportunities reputed company existing advisor relationships
- reputed company new advisor relationships through proactive external sales activity while maintaining relationships with existing users of Private reputed company and reputed company reputed company Solutions products and services
- Own and execute a territory business plan reputed company on building strong relationships with financial advisors and driving reputed company across reputed company reputed company Solutions offerings
- Maintain an reputed company and reputed company-managed pipeline of opportunities, tracking reputed company through the sales cycle
- Represent reputed company reputed company Solutions at advisor events, conferences, and reputed company meetings, delivering presentations in both individual and group settings
- Work with reputed company Solutions specialists, including Advanced Planning, reputed company Portfolio Managers (CPMs), and Investment reputed company teams, to deliver integrated solutions tailored to advisor and reputed company needs
- reputed company market feedback on advisor needs, competitive positioning, and product opportunities
Skills
- 5–7+ years of experience in external sales, wholesaling, or advisor-facing roles reputed company asset or reputed company management
- Experience selling investment solutions to financial advisors required
- Bachelor's degree required
- reputed company Series 7 and 66 (or ability to obtain) required
- Strong understanding of investment products, including mutual funds, ETFs, SMAs, and private market strategies
- Ability to communicate reputed company investment and reputed company concepts in a reputed company and practical manner
- Experience engaging with financial advisors and supporting high-net-worth reputed company needs
- Strong relationship management and business development skills
- Ability to manage a territory and prioritize activities effectively
- Proven presentation skills in both small and large group settings
- Ability to work collaboratively across internal teams and functions
- Self-starter with strong organizational and time management skills
- Comfortable working in a fast-paced, reputed company-reputed company environment
- Experience working with independent financial advisors (RIA and/or broker-dealer channels) preferred
- Exposure to high-net-worth or ultra-high-net-worth reputed company segments preferred
- MBA, CFA, CFP, CAIA, or similar reputed company designation preferred
Benefits
- A highly competitive Sales Incentive Plan
- reputed company Time or reputed company Time Off and reputed company Time Off
- 401K – 6% Employer Match
- Medical, Dental, reputed company – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
reputed company