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6 дней назад

VP, Senior Regional Director - Intermediary

100 000$
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
VP, Senior Regional Director - Intermediary (Investment Sales): Growing territory sales and assets within the New Jersey intermediary channel through consultative selling, advisor relationships, and coordinated field activity with an accent on RIAs, mutual funds, SMAs, and alternative investments. Focus on building advisor pipelines, managing territory resources, driving persistent net cash flow, and partnering across investment management businesses.

Location: Newark, NJ; candidates must reside in the New Jersey territory. Travel, including overnight stays, is required where applicable, with 20–25 field appointments per week.

Salary: $100,000 USD annual base salary plus monthly commissions and annual bonus opportunities.

Company

hirify.global provides investment management and financial services focused on helping individuals and communities achieve better financial outcomes.

What you will do

  • Plan and manage territory resources to maximize sales using industry and firm data.
  • Develop and maintain an active advisor pipeline while recording activity accurately in the CRM.
  • Build new relationships and manage existing relationships with advisors across the New Jersey market.
  • Conduct one-on-one meetings, presentations, conferences, and training workshops, with 20–25 appointments per week.
  • Partner with the Regional Coordinator and internal businesses including DCIO, Workplace Solutions, and NQDC to generate leads and drive sales synergies.
  • Manage territory expenses and support positive net cash flow and sustained business growth.

Requirements

  • 8+ years of experience wholesaling mutual funds, SMAs, and alternative products within a territory.
  • Successful track record of consultative selling of open-end funds, SMAs, and private and public alternative investments.
  • Established experience selling to RIAs in a geographic market and growing territory sales over multiple years.
  • Series 7 and Series 66 licenses are required.
  • Strong organizational, technical, presentation, communication, and independent working skills.
  • Must reside in the New Jersey territory.

Culture & Benefits

  • Health, dental, vision, and life insurance plans.
  • 401(k) savings plan with company matching contributions of up to 6%.
  • Employer-paid retirement plan with a 4% cash balance contribution.
  • 20 paid days off, nine company holidays, and a flexible Diversity Celebration Day.
  • Tuition reimbursement of up to $5,250 per year and 40 hours of paid volunteer time annually.

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