West Coast Regional Director, Wealth Management
Company:Hiive
Location:US
Languages:English
Seniority level:Director
Skills:
LeadershipBusiness DevelopmentPeople ManagementSalesforceStrategic ManagementCommunication SkillsNegotiationLead GenerationRelationship buildingAccount ManagementSales experienceStrategic thinkingCRM
Requirements:
Consistently exceeded annual sales goals and targets. Possesses a strong understanding of investment products. Requires a Bachelor's degree. Mandatory FINRA Series 7 & 63 licenses. Persuasive sales professional with demonstrated success in developing deep client relationships. Exceptional verbal and written communication abilities. Thrives in a dynamic, entrepreneurial, and rapidly growing organization. Strong interest in alternative investments and capital markets.
Responsibilities:
Develop and execute a regional sales strategy for the West Coast Wealth Channel. Build expertise in the secondary market for pre-IPO securities and educate advisors. Cultivate and strengthen advisor relationships through high-quality interactions. Manage assigned territory, track performance, and implement data-driven approaches. Maintain and leverage CRM (Salesforce) to track sales activities. Attend meetings, industry events, and conferences to represent the firm.
