Firm : Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance asset allocation and securities preferences.
Fee based platform that offers global portfolio management solutions.
Role : In this home based outside sales role you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest.
There is absolutely no cold calling / prospecting in this role and the firm prefers that you just focus on closing the client leads that the firm provides.
A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
The firm actively markets their services via direct mail internet television advertising and other mediums. The firm receives prequalified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.
Home Office : The firm covers all home office expenses : computer phone scanner printer etc. The firm also covers all travel expenses and gives you an expense account.
Compensation : $100000 base salary to start uncapped commission with average total compensation of $300000 to $500000 and top producers earning $1 million plus.
Compensation includes a base salary uncapped commission. Salary starts at $100000 and gradually declines to $0. However at that point commission increases substantially as you will receive commission on any new sale for a number of years to come.
Benefits : 100% coverage on all health / medical dental & vision care for you and any dependents and 401k matching
Requirements : 7 years experience working as an Investment Advisor or External Wholesaler or similar role & a strong track record of success in sales and bringing in new investment assets to the firm.
Regional Vice President of Sales
Role: In this home based outside sales role you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest. A dedicated portfolio management and service team are primarily responsible for the tr...
Regional Vice President of Sales
Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest. A dedicated portfolio management and service team are primarily responsible for ...
Regional Vice President of Sales
Role: In this home based outside sales role you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest. A dedicated portfolio management and service team are primarily responsible for the tr...
Regional Vice President of Sales
Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest. A dedicated portfolio management and service team are primarily responsible for ...
Regional Vice President of Sales
Role: In this home based outsidesales role you will be focused on closing leads of high net worthclients that have already expressed interest in investing with thisfirm and who have over 500k or more to invest. A dedicated portfoliomanagement and service team are primarily responsible for thetransit...
Regional Vice President of Sales
Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest. A dedicated portfolio management and service team are primarily responsible for ...
Assistant Vice President of Marketing & Communications
This position oversees project intake and management for the Office of Marketing & Communications, supports strategic recruitment initiatives with the Vice President for Enrollment Management, strategic fundraising initiatives with the Vice President for Institutional Advancement and key communi...
Regional Vice President of OTP
Regional Vice President of OTP. Regional Vice President of OTP. Works closely with other Regional Vice Presidents, executive team, and department heads to assist with success of the organization. We offer competitive salary, full benefits package, Paid Time Off, and opportunities for professional gr...
Michigan Vice President of Business Development
Vice President of Business Development. Vice President of Business Development Benefits:. Vice President of Business Development . Vice President of Business Development . ...
Vice President of Clinical/Chief Compliance Officer
Vice President of Clinical/Chief Compliance Officer. Vice President of Clinical/Chief Compliance Officer. Supervise and direct all aspects of health care operations, from employee development and budget management to technology operations and finances. Must have Regional/VP experience . ...