VP, Regional Wealth Management Consultant

Employer Industry

Asset Management

• Competitive compensation package with bonus plan
• Base salary for Maryland-based candidates is $100,000, with potential for additional cash incentives
• Generous PTO and competitive benefits
• 401k with 5% company match plus annual performance-based discretionary contribution
• Opportunities for professional development through tuition reimbursement and mentorship programs
• Remote position based out of the DC Metro Area

• Build relationships and increase assets of assigned Wealth Management clients through proactive outreach and consultative support
• Develop and implement marketing plans for assigned clients in collaboration with marketing and communications teams
• Assist in the timely dissemination of sales information and maintain sales activity history
• Participate in various regional and national conferences to enhance client engagement
• Maintain current knowledge of the employer's investment management and industry developments

• Five+ years of sales experience, ideally in financial services
• Series 7 and 63 licenses
• Bachelor's degree or equivalent experience in a related field
• Proven interpersonal, investment analysis, and communication skills
• Solid understanding of Microsoft Office, Morningstar Principia, Zephyr Style Advisor, MS Outlook, Salesforce CRM software, and Market Metrics data

• Ten years of financial industry experience, ideally within asset management
• Experience with all distribution channels, including RIAs, independent and regional broker dealers, and wire houses

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