Director of Sales

Are you a seasoned sales professional with a knack for strategic thinking and relationship building? Veta Investment Partners is seeking a dynamic Director of Sales to join our team.

As a Director of Sales, you will collaborate closely with the CEO to drive sales growth by executing targeted marketing campaigns, nurturing client relationships, and delivering exceptional service to our valued clients.

• Assist in preparing weekly, monthly, and quarterly reports for existing clients
• Execute targeted marketing campaigns utilizing email, webinars, and mailings to engage with prospects
• Proactively communicate new marketing, branding, and sales strategies to the client base
• Build and maintain strong relationships with existing clients, ensuring their needs are met and exceeded
• Develop a list of qualified leads through proactive outreach via warm and cold calling
• Perform additional duties and responsibilities as required by management

• 2+ years of experience in a sales role
• Series 65 or Series 7 license
• Pursuing CIMA or CFP certification or willing to obtain upon hire
• Excellent verbal communication and listening skills, capable of articulating products and strategies effectively and responding to inquiries
• Strong written communication skills, with the ability to prepare reports and business correspondence
• Demonstrated ability to work independently with minimal supervision
• Strong time management skills and the ability to multitask in a fast-paced environment
• Exceptional problem-solving abilities with acute attention to detail
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations

• Bachelor’s degree in Finance, Economics, Business Administration, or related field
• Knowledge of investment products and understanding of financial planning, capital markets, and compliance

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package upon your start date
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!

Veta Investment Partners is a global investment firm focused on five synergistic areas: derivatives, risk management, systematic indices, asset management solutions and internal technologies. With a dedication to delivering superior investment solutions and exceptional client service, we strive to achieve the best outcomes for our clients.

Join our team and be part of a company that values innovation, collaboration, and excellence. Apply now to embark on a rewarding career journey with Veta Investment Partners!