Regional Vice President - External Wholesaler

Regional Vice President - External Wholesaler

Job Category :
Sales

Requisition Number : REGIO
001232

• Posted :
  October 16, 2025
• Full-Time

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This position is responsible for the sales of the CNL Securities Corp. distributed investment products through registered representatives and broker/dealers, and to raise capital for various alternative investment offerings.

THIS POSITION WILL SUPPORT THE IN, MI, OH, PA, KY, and NY TERRITORY. OPPORTUNITY REQUIRES RESIDENCE IN CLEVELAND, OH AREA.

• Develop and execute sales campaigns and marketing plans for CNL Securities Corp. distributed investment products.
• Create and deliver effective sales presentations to Registered Representatives, advisors, and investors.
• Implement and drive the achievement of business goals related to the sales function.
• Generate new client relationships and business opportunities, as well as maintain and enhance relationships with existing client base.
• Act as a representative for CNL Securities Corp. with existing and potential clients, business contacts, and industry associations.
• Manage assigned sales territory, including meeting and presentation schedules and attendance at industry conventions.
• Maintain knowledge base on all aspects of the investment industry, competitors (direct and indirect), and products available in the securities markets.
• Comply with all rules and regulations of selling securities as outlined by FINRA, the SEC, individual States, as well as any internal guidelines established by CNL Securities Corp.

• Extensive knowledge of the investment industry
• Capable of recognizing business opportunities within and outside the industry
• Excellent leadership and management skills
• Takes initiative and is solution-oriented in all interactions.
• Strong analytical skills
• Excellent interpersonal skills, including oral and written communication.
• Excellent planning and organizational skills

• Bachelor's degree required.
• Series 7 and Series 63 licenses required.
• Previous wholesaling experience required.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.