Regional Vice President - Business Development

Bachelor's degree required. 5+ years financial services experience with demonstrated results in business development and sales with investment clients. Schwab and Fidelity referral channel experience strongly preferred. Proficient in Microsoft Office Suite, Salesforce, and custodian platforms. Strong background in discussing investments and financial markets with clients. Exceptional communication and presentation skills. Clients at the core attitude. Self-starter, energetic, and assertive. Team player with excellent people skills. Acute attention to detail, poised, and organized with a keen sense of urgency. Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.

Increase market share and grow the firm’s book of business through custodian referral channels. Build an active pipeline of new client leads and opportunities. Engage regularly with Fidelity Financial Consultants. Develop and maintain prospective client relationships. Own the full sales cycle from lead generation through closed business. Collaborate cross-functionally on sales collateral and proposal materials. Highlight the firm's unique value proposition to prospective clients. Deliver proposals to prospective clients.