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Regional Vice President, New Client Development

Vice PresidentVice PresidentOtherRemoteLeadTeam 501-1,000Since 1997H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

106 days ago

Salary

$225K - $250K / year

Seniority

Lead

Bachelor Degree7 yrs expEnglish

Job Description

Regional Vice President, New Client Development

Wealth Enhancement Group

• Develop Work closely with marketing to ensure accurate presentation and tracking, maintain and adjust pitch deck and related presentations. • Drive revenue by effectively differentiating WEG’s offerings and value proposition. • Drive revenue by acquiring / closing clients and increasing assets under management. • Educate clients on planning and investment based topics through one-on-one and group presentations. • Utilize WEG’s planning structure and model to close mid and high net worth cases. • Support Financial Advisory Teams to help grow WEGs local presence while ensuring client service and retention standards are met. • Proactively contact and qualify high net worth prospective clients that are introduced through WEG’s direct marketing channels. • Meet with high net worth investors to understand their financial situation and needs and introduce the value of working with a WEG Advisory team. • Assist in the creation, delivery, execution and management of complex financial plans and investment recommendations. • Work with the financial advisory team to ensure ongoing client service is delivered after the close and transition.

Job Requirements

  • 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
  • CFP designation preferred

Benefits

  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance – employer paid and voluntary options
  • Short-term and long-term disability, workers compensation – employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

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