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RVP Wealth Management (MidAtlantic)

150 000 - 200 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
RVP Wealth Management (MidAtlantic) (Financial Services/Sales): Driving wealth management product growth across a defined U.S. territory through advisor relationships, consultative sales, presentations, and educational programs with an accent on investment product expertise, market insight, and territory strategy. Focus on influencing advisor product selection, analyzing industry and regulatory developments, and executing sales plans across a complex stakeholder network.

Location: Remote work is available only in North Carolina, Virginia, Maryland, Pennsylvania, Delaware, New York, New Jersey, or Minnesota.

Salary: $150,000–$200,000 per year base pay, plus potential bonus, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services organization providing financial planning and advice, asset management, and insurance solutions to individual, small business, and institutional clients.

What you will do

  • Drive territory sales results by developing relationships with new and existing advisors through meetings, presentations, client events, and educational programs.
  • Use a consultative sales approach to influence product selection and identify opportunities aligned with client and business needs.
  • Partner with sales consultants, field leadership, marketing, and other stakeholders to execute territory business plans and achieve growth objectives.
  • Monitor industry trends, competitive developments, and regulatory changes, and communicate insights affecting product positioning and sales strategy.
  • Travel throughout the territory for advisor engagement, training, and regional, national, and industry events.
  • Use CRM tools, sales analytics, and proprietary systems to identify opportunities, prepare meetings, and manage territory operations.

Requirements

  • 10+ years of financial services industry experience in a sales-focused role, with deep investment and wealth management product knowledge.
  • Experience in a consultative sales environment with a proven record of influencing outcomes and driving business growth.
  • Bachelor’s degree or equivalent.
  • Series 7 license required upon hire.
  • Active State securities agent registration through S63 or S66, or ability to obtain it within 90 days.
  • Active State IAR registration through S65 or S66, or ability to obtain it within 90 days.
  • Valid U.S. work authorization that does not now or in the future require visa sponsorship.

Nice to have

  • Professional designations such as CFP, ChFC, CRPC, CEBS, RICP, or similar credentials.
  • Business acumen and proficiency with Microsoft Office, CRM platforms, and sales analytics tools.
  • Strong communication, presentation, relationship-building, and problem-solving skills.
  • Ability to operate effectively in a fast-paced, highly matrixed environment and influence diverse stakeholders.
  • Knowledge of Ameriprise business units, advisor channels, and field organization structures.

Culture & Benefits

  • Remote role with travel and in-person collaboration expectations discussed during the hiring process.
  • Full-time, exempt position with a pay-for-performance compensation philosophy.
  • Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
  • Work involves collaboration with advisors, field leaders, marketing, and internal business partners.

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