We are a diversified, multi-affiliate asset management platform dedicated to delivering exceptional investment services. With a history tracing back to 1986, our firm has earned a reputation for innovative thinking and prudent investing. We pride ourselves on being recognized as one of the Best Places to Work in Money Management by Pensions & Investments.
Role Overview
As the Regional Vice President for the PacNW Region Sales, you will play a pivotal role in marketing and selling our investment services across Northern CA, Washington, Oregon, Idaho, Montana, Wyoming, & Alaska. This position offers a competitive base salary of $100k/year plus variable commission.
Key Responsibilities
Lead sales initiatives and cultivate client relationships within the assigned territory.
Proactively engage with existing and potential clients, addressing their investment needs.
Deliver investment performance updates and provide exceptional client service.
Conduct presentations to both current and prospective clients.
Develop and maintain relationships with intermediaries such as broker-dealers, RIAs, and wire houses.
Requirements
Bachelor's degree in investment management, finance, business, or a related field.
Two to five years of experience in investment management or a related industry.
Strong understanding of financial concepts and investment products.
Excellent interpersonal, presentation, and communication skills, both verbal and written.
Highly organized with strong analytical and technical abilities.
Ability to manage multiple responsibilities independently with attention to detail.
Willingness to travel up to 50% of the time.
NASD License Series 7 and 63 required; CIMA certification preferred.
Why Join Us
At our company, you'll be part of a dynamic team that values innovation and client-centric solutions. We offer a supportive work environment where your contributions are recognized and rewarded.
To Learn More About Our Company, Visit Our Website.
Employment Type: Full-Time
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Human Resources Services
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