Vice President of Sales

New

Exemplar CompaniesInvestment sales

United StatesContractVp

Salary not disclosed

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Job Details

Experience: 5+ years of experience in investment sales, wholesaling, financial services, or business development
Required Skills: Business DevelopmentRelationship managementCRM

Hold FINRA Series 7 and Series 63 licenses.
Have 5+ years of experience in investment sales, wholesaling, financial services, or business development.
Understand alternative investments, private placements, and advisor distribution channels.
Demonstrate success meeting or exceeding sales and relationship management goals.
Bring communication, presentation, negotiation, and interpersonal skills.
Be able to travel within the assigned territory as needed.
A bachelor’s degree in Finance, Business, Marketing, or a related field is preferred.
Experience with warehouse and independent broker-dealer channels is preferred.
Existing advisor relationships and established networks are highly desirable.

Develop and execute a territory business plan to achieve or exceed sales and growth objectives.
Build and maintain relationships with financial advisors, broker-dealers, RIAs, and distribution partners.
Conduct advisor meetings, educational presentations, and client engagement events.
Identify and cultivate business opportunities within assigned territories and channels.
Provide market insights, investment updates, and product education in accordance with FINRA and compliance guidelines.
Collaborate with marketing, operations, compliance, and leadership to support consistent messaging and advisor support.
Track activity, manage the pipeline, and maintain advisor communications in CRM systems.
Represent Exemplar Companies at conferences, networking events, and industry meetings.
Support strategic growth initiatives and advisor engagement through cross-functional partnership.

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