Regional Vice President, Client Development

We are seeking a Regional Vice President, New Client Development to join our team. This role is responsible for supporting our local financial advisory teams, as the client facing advisor lead whose primary role is to acquire new clients with investable assets of greater than $500,000 through our direct marketing channels. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning and ability to strategically grow and expand the business.

The successful candidate is an energetic business development and relationship builder with an entrepreneurial mindset. This a remote opportunity supporting the Minnesota territory.

In the spirit of pay transparency, we are excited to share the base salary for this position is $125,000, exclusive of quarterly bonuses based on the amount of assets closed, additional revenue share based on the amount of assets closed, and benefits. Based on production, a reasonable estimate for total compensation going into the second year is between $300,000 and $400,000.

We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Education/Qualifications

• 7+ years of business development / sales experience in investment management and/or financial advisory industry with demonstrated ability to develop and manage client relationships (experience working with Custodians such as Schwab, Fidelity or Scottrade preferred)
• 4-year degree in business, finance, marketing or related
• Strong financial advisory and wealth management acumen and experience
• A track record of success obtaining referrals from own network and converting such referrals to new business
• Experienced sales skills to determine the needs of partners and prospects through consultative questions, offering solutions and asking for the right actions and next steps.
• Demonstrated strategic planning and selling experience
• Willingness to independently travel regularly in assigned market – up to 50%
• Experience using CRM systems (Salesforce preferred)
• Excellent communication, presentation, listening and analytical skills
• Proven time management and organizational skills in high volume, high energy environments
• FINRA Series 65 or 66 required

Director

Full-time

Business Development, Finance, and Sales