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 pre-qualified 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 : $100,000 base salary to start + uncapped commission, with average total compensation of $300,000 to $500,000 and top producers earning $1 million plus.
Compensation includes a base salary + uncapped commission. Salary starts at $100,000 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 ...
Vice President of Business Development -NBW, Inc
As the Vice President of Business Development at NBW, you will be a key member of the executive team, responsible for driving revenue growth and ensuring the efficient execution of operational aspects of the business. Vice President of Business Development – NBW, Inc. The ideal candidate will focus ...
Vice President of Exhibits
The Vice President of Exhibits leads and develops a passionate team of exhibit professionals that maintain, repair, improve, and develop a compelling range of interactive exhibits. The Vice President will work closely with the Vice President of Education to ensure that exhibit experiences are connec...
Vice President of Integrated Supply Chain
The Vice President, Integrated Supply Chain will set the strategic direction for manufacturing and supply chain worldwide for nVent's $1. The Vice President, Integrated Supply Chain is responsible for providing leadership, direction, and stewardship for the company's operations and supply chain func...
Vice President of Philanthropy
As a member of the senior leadership team reporting to and working closely with the President, the VP for Philanthropy is responsible for leading the philanthropic team and developing and maintaining active and productive relationships with internal and external constituencies, including the Board o...
Vice President of Partnership Marketing
As the Vice President of Partnerships Marketing, you will be a key leader driving business development, brand activations, and strategic initiatives. Oversee the development and execution of a dealer referral program, maximizing its impact on sales and partner relationships. Minimum of 10 years of e...
Vice President of Accounting
This role is a unique opportunity to get close mentorship from leadership and take ownership of the accounting functions of a growing team. Our client in the Manufacturing space is seeking a VP of Accounting to lead their finance team and contribute to their strategic growth. ...
Assistant (Associate) Vice President of Finance - Cleveland State Community College
The Assistant (Associate) Vice President of Finance oversees/manages all critical functions of accounting, budget work, audit and cash management functions of Cleveland State Community College. Familiar with financial reporting requirements of Governmental Accounting Standards Board (GASB), American...
Neurosurgery: Vice-Chair, Department of Neurosurgery - Regional Practices
The Department of Neurosurgery in the Neurological Institute at the Cleveland Clinic is seeking a full time, neurosurgeon to lead a team of multi-disciplinary providers at our regional neurosurgical practices in Northeast Ohio. The Vice-Chair will report directly to the Chair focusing on regional ne...
Vice President of Accounting
This role is a unique opportunity to get close mentorship from leadership and take ownership of the accounting functions of a growing team. Our client in the Manufacturing space is seeking a VP of Accounting to lead their finance team and contribute to their strategic growth. ...