10 часов назад
VP, Market Leader (Financial Services)
125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Market Leader (Financial Services): Growing asset management sales and brand awareness across a defined Wisconsin territory by advising broker/dealer and cross-channel advisor clients, with an accent on investment strategies, tailored portfolio solutions, and territory planning. Focus on expanding AUM, building complex client relationships, positioning ETFs, SMAs, and alternative investments, and leading internal sales partnerships.
Location: Remote within the United States, with the territory focused on Milwaukee, Green Bay, and the east coast of Wisconsin; ideal candidates are located in the greater Milwaukee area.
Salary: USD $125,000 plus discretionary bonus.
Company
is an asset manager operating across asset management, wealth management, and fintech.
What you will do
- Grow assets under management by attracting new assets and retaining existing clients.
- Advise broker/dealer and cross-channel advisor clients on investment capabilities, products, and tailored portfolio solutions.
- Build brand awareness and strengthen 's position through education, events, and innovative sales approaches.
- Plan and execute prospecting, contact, and territory strategies using industry and competitive data.
- Develop client relationships through investment advice, consultation, and collaboration with portfolio managers and internal resources.
- Lead internal sales efforts, collaboration, and mentoring to achieve territory sales targets.
Requirements
- 8–12 years of related sales experience.
- Series 7 and Series 63 licenses required.
- Extensive knowledge of investment strategies, macroeconomic foundations, and the needs of private wealth managers.
- Experience with SMAs, ETFs, alternative investments, RPM, and UMA platforms.
Nice to have
- CIMA and/or CFA credentials.
Culture & Benefits
- Three weeks of paid time off during the first year.
- Medical, dental, and vision insurance.
- 401(k) plan with an 85% company match on eligible contributions.
- Employee Stock Investment Plan with discounted share purchases.
- Learning Education Assistance Program and employee investment benefits.
- Discretionary bonus in addition to base compensation.
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