Regional Vice President, New Client Development
New
J
JobgetherWealth Management
Remote, based in United StatesFull-TimeVp
Salary$225,000 - $250,000 annually, including base salary and variable compensation
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Job Details
- Experience
- 7+ years
- Required Skills
- Business DevelopmentSalesforceCRM
Requirements
- 7+ years of experience in business development, sales, investment management, or financial advisory roles.
- Bachelor’s degree in business, finance, marketing, or a related field.
- Strong understanding of wealth management practices, financial planning, and investment advisory services.
- Proven track record of client acquisition, generating referrals, and managing long-term relationships.
- Experience working with high-net-worth individuals and complex financial needs.
- Strong consultative selling skills with the ability to identify client objectives.
- Demonstrated success developing strategic sales plans and driving revenue growth.
- Experience using CRM systems, preferably Salesforce.
- FINRA Series 65 or Series 66 license.
- Willingness and ability to travel regularly, up to 50% within the assigned market.
- CFP certification preferred.
Responsibilities
- Develop and execute strategies to acquire new high-net-worth clients and increase assets under management.
- Partner with marketing teams to refine client-facing materials and messaging.
- Differentiate wealth management solutions through consultative conversations and personalized financial planning.
- Meet with prospective clients to identify needs and introduce appropriate advisory solutions.
- Support local advisory teams in expanding market presence.
- Build trust through educational presentations and tailored recommendations.
- Assist with the creation, delivery, and execution of complex financial plans and investment strategies.
- Utilize CRM platforms to manage opportunities and business development activities.
- Travel regularly within the assigned market to meet prospects and partners.
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