VP Wealth Sales

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VP Wealth Sales

This role is with a large discretionary based portfolio management firm. In this Outside Sales role you are responsible for gathering new assets (clients) for the firm within your territory, promoting the firm’s portfolio management services.

The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. You do no cold calling in this role and all the leads you are given, have already expressed interest in investing with the firm.

The Portfolio Management team and the Relationship Management team are the ones for managing the client relationship and portfolio.

Minimum household size: 500k

Location: Home based role with travel in the territory

Company Provides: Home office set up, covers travel costs and expenses associated with the role

Client Type: High Net Worth and Ultra High Net Worth Clients

Ideal Candidate for this role: Investment Advisor with strong sales numbers

Compensation: 100k base with total compensation expected to be at 200-500k

Requirements: Extensive experience working as a Investment Advisor, CIM, MBA or CFA Level 1 & Licensed to sell stocks and bonds