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

Regional Vice President – Mutual Funds (External Wholesaler)

Join Equitable in the role of Regional Vice President – Mutual Funds (External Wholesaler) covering Texas, Oklahoma, Arkansas, Louisiana, and Mississippi.

At Equitable, our power is in our people. We are individuals from different cultures and backgrounds, which makes us stronger as a team and a force for good in our communities. Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking.

Texas, Oklahoma, Arkansas, Louisiana, Mississippi.

• Assess and identify the needs of advisor clients to promote new products.
• Develop new producers while retaining existing producers to grow market share.
• Educate and train advisors on 1290 Funds and models.
• Develop new relationships and manage territory.
• Utilize the internal sales desk to assist in managing territory; work with and train the Internal Wholesaler to work collaboratively with the RVP.
• Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
• Identify, create and implement investment sales opportunities to attain stated sales goals.
• Communicate with the National Sales Manager on an ongoing basis.
• Manage a budget and report expenses in a timely manner.
• Maintain sales goals and develop investment fund and MPS model sales opportunities.
• Apply knowledge of territory management practices, tools, and techniques; maximize investment business across multiple geographical areas.
• Travel required 75% of the time.

Base salary: $85,000. Eligible for variable compensation.

Benefits include medical, dental, vision, 401(k) plan, and paid time off. Full benefit details are available at Equitable

Pay and Benefits:

Equitable Total Rewards Program
.

• Bachelor’s degree.
• FINRA 6 and 63 or 7.
• CIMA, CFA a plus.
• Knowledge of Mutual Funds and Investment products—previous direct sales experience required.
• Demonstrated communication/interpersonal skills.
• Proven computer, mobile device, and organizational skills.
• Willingness to travel 75% of the time.
• Must be located within the territory.

• Experience in the local area market.
• CIMA, CFA a plus.

• Client Relationship Management: address issues and maintain engaged partnerships with business partners and clients.
• Effective Presentations: use appropriate presentation tools and techniques to present information to groups.
• Industry Knowledge: apply knowledge of the industry’s trends, directions, regulatory considerations, and dated information to diverse situations.
• Selling: use diverse sales tools, tactics, and techniques to persuade customers to purchase products or services.
• Strategic Sales Planning: develop future-oriented sales plans that support business strategy and reflect understanding of emerging and existing opportunities and markets.

Equitable is a team of over ten thousand people, committed to helping clients secure their financial well‑being so they can pursue long and fulfilling lives. We invest in our people through growth, internal mobility, comprehensive compensation, and benefits that support overall well‑being, flexibility, and a culture of collaboration and teamwork.

Equitable provides equal employment opportunities to employees, applicants and candidates based on individual qualifications, with no discrimination based on 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, or local laws.

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

United States – LA – New Orleans.

United States – TX – Houston, Austin, San Antonio, Dallas, Fort Worth;
United States – OK – Oklahoma City;
United States – LA – Baton Rouge;
United States – MS – Jackson, Ridgeland;
United States – Remote.

Business Development and Sales.

Mid‑senior level.

Full‑time.