Vice President, Private Wealth; South - Florida to Texas

Income Research + Management is a Boston-based, privately owned, investment grade fixed income asset management firm.

The VP, Private Wealth is a senior business development professional responsible for driving new asset growth and expanding IR+M’s presence across the Southern U.S. private wealth market. This individual will develop and execute a strategic territory plan focused on RIAs, family offices, and investment consultants, while clearly and confidently articulating IR+M’s active, research-driven fixed income philosophy, portfolio construction framework, and risk management approach.

The role requires a demonstrated track record of business development within the region, deep relationships across the private wealth channel, and meaningful fluency in fixed income markets. The successful candidate should be capable of engaging CIOs, investment committees, and consultants in substantive discussions regarding fixed income markets, IR+M’s products and performance drivers. The VP will collaborate closely with the Private Wealth Team and internal client service partners to deliver a coordinated and high‑impact sales effort.

• Grow the private wealth business by building partnerships with key RIAs, family offices, and consultants to increase IR+M brand awareness and meet Private Wealth team sales goals.
• Develop prospecting list for assigned region and market channel with guidance and oversight from the Head of Private Wealth.
• Conduct prospecting activity aligned with metrics‑based sales goals including thought leadership, conference attendance, and meetings.
• Lead in‑person and virtual sales meetings and make customized sales presentations featuring in‑depth knowledge of IR+M’s products and services.
• Forge strong partnerships with the Head of Private Wealth, other members of the Private Wealth Team, and strategic sub‑advisory partners, as well as Client Service and Investment Team professionals who participate in the sales process.
• Successfully partner with Client Service Team colleagues on consultant relations and client cross‑selling opportunities.
• Share market intelligence with the Client Service and Private Wealth Teams, as well as educate these Teams on the designated region and client segment.

• 8+ years in a business development role with a demonstrated ability to build relationships and generate sales.
• Robust existing private wealth network and demonstrated history of successfully cultivating new client relationships.
• Meaningful experience representing actively managed fixed income strategies, with strong fluency across fixed income products, including municipal securities.
• Experience with sales of separately managed accounts, ETFs, and other fund structures.
• Ability to analyze and use market data and investor feedback to formulate sales ideas.
• Outstanding interpersonal skills and professional presence.
• Strong communication skills – verbal, written, and listening.
• Ability to convey credibility, confidence, and trust.
• Team player with demonstrated ability to collaborate with others.
• Well organized, flexible, and adaptable.
• Active FINRA Licenses:
  Series 7 and Series 63.

• Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capability.
• Medical, dental, vision, and life insurance.
• Retirement savings – 401(k) plan with a safe harbor contribution (3%), a company discretionary contribution (12%), and a broad investment lineup.
• Tuition reimbursement of up to $15,000 annually.
• $5,000 referral bonus for employees who refer new hires.
• Business–casual environment.
• Generous paid time off upon hire – including 20 days of vacation, 2 wellness days, unlimited sick time plus eight paid company holidays and 2 floating days each calendar year.
• Paid volunteer time – 2 days per calendar year.
• Leave of absence programs – including paid parental and family leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA).
• Fitness, health, and composting reimbursements.

Base Salary Range: $150,000 - $200,000.

Annual Performance Bonus:
This role is eligible for an annual performance‑based bonus.

Applicants must be authorized to work in the U.S. for any employer. IR+M is unable to sponsor or assume sponsorship of employment visas.