Regional Vice President- Mutual Funds; External Wholesaler – TX, OK, AR, LA & MS; Remote

Regional Vice President – Mutual Funds (External Wholesaler)

Location: TX, OK, AR, LA, MS (Primary: LA, New Orleans;
Other: TX–Houston, TX–Austin, TX–San Antonio, OK–Oklahoma City, LA–Baton Rouge, TX–Fort Worth, MS–Jackson, MS–Ridgeland, Remote, TX–Dallas)

SENIORITY LEVEL: Mid‑Senior level

EMPLOYMENT TYPE: Full‑time

JOB FUNCTION: Business Development and Sales

This role is full time with a base salary of $85,000 and eligible for variable compensation. Eligible employees receive medical, dental, vision, 401(k) and paid time off benefits. Travel is required 75% of the time.

• Develop and manage consultative relationships with National, Regional, and Insurance Broker Dealer advisors within the Texas, Oklahoma, Arkansas, Louisiana, and Mississippi territories.
• Assess advisor needs to promote new products.
• Identify, create, and implement investment sales opportunities to attain sales goals.
• Develop new producers while retaining existing ones to grow market share of 1290 Funds.
• Educate and train advisors on 1290 Funds and models.
• Utilize the internal sales desk and collaborate with the Internal Wholesaler to support territory management.
• Manage territory and budget, log activity in Salesforce (CRM), maintain pipeline, and analyze opportunities.
• Communicate with the National Sales Manager on an ongoing basis.
• Travel 75% of the time.

• Bachelor’s degree.
• FINRA 6 and 63, or 7.
• CIMA or CFA (a plus).
• Knowledge of Mutual Funds and investment products with prior direct sales experience.
• Excellent communication/interpersonal skills.
• Proficient on computers, mobile devices, and organizational tools.
• Must be located within the territory.

• Experience in the local market.
• CIMA or CFA (a plus).

• Client Relationship Management – ability to address client needs and maintain engaged partnerships.
• Effective Presentations – knowledge of presentation tools and ability to present to groups with appropriate formality.
• Industry Knowledge – understanding of industry trends, regulatory considerations, and ability to apply knowledge.
• Selling – diverse sales tools, tactics, and techniques to persuade clients.
• Strategic Sales Planning – ability to develop future‑oriented sales plans that support business strategy.

Equitable provides a comprehensive benefits package that includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions, see the Equitable Total Rewards Program.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE:

Equitable participates in the E‑Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314‑2211 or email Ta