Sales & Business Development - Regional Director

Overview

Employer Industry: Investment Management

• Salary range of $155,000 - $185,000, plus bonus eligibility
• Opportunity for career advancement and growth within the organization
• Flexible hybrid work schedule, with remote options available in specific states
• Comprehensive benefits and educational initiatives to support employees and their families
• Collaborative and inclusive workplace culture focused on client success

• Manage sales activities and client relationships within a designated territory
• Develop new client relationships while retaining and enhancing existing ones
• Present investment capabilities and performance to clients, at conferences, and industry events
• Collaborate with team members to provide effective sales and marketing support
• Act as a spokesperson for the employer's brand and investment philosophy across the industry

• Minimum of SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses; SIE and Series 7 must be obtained within the first 12 weeks of hire
• Strong foundational knowledge of investments, capital markets, and asset allocation theory
• Proven business development skills with a client-centric approach
• Track record of building relationships and growing a territory
• Self-starter with a results-oriented mindset

• Experience in asset management or related fields
• Demonstrated entrepreneurial spirit and intellectual curiosity
• Confidence in communication with a competitive spirit

#Investment Management #Sales Opportunities #Career Growth #Flexible Work #Client Success

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.