Job Description
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.
Vice President of Retail Sales
A company is looking for a Vice President of Vertical Sales - Retail. ...
Vice President of Sales
We're in search of a visionary Vice President of Sales who can revolutionize our sales structure and propel our team to new heights of success. As VP of Sales, you will play a pivotal role in shaping the future of Crisp and driving the success of our clients nationwide. Lead the hiring, training, de...
Vice-President of Sales
The VP Sales role includes leading sales for the nationwide Digital Solutions Division, responsible for achieving budgeted bookings and revenue goals, as well as leading the sales team to achieve their sales goals. At least 5 years in sales management for high technology products and services that i...
Vice President of Business Operations
A company is looking for a Vice President of Business Operations to define and execute systems strategy with a focus on Revenue Operations and analytical insights. ...
Hospice Area Vice President of Sales AVP
Directs the activities and strategy of the hospice field sales team to ensure established goals and performance objectives are achieved. Participate in monthly/quarterly/annual regional sales meetings. Complete understanding and mastery of hospice related financial metrics and able to deploy sales g...
Vice President of Product Management
A company is looking for a Vice President of Product Management to lead their Product Team and drive product development. ...
Vice President of Sales
AlediumHR is actively recruiting for one of our non-healthcare clients, an experienced VP of Sales (10+ years), to lead their U. Are you a sales powerhouse? Do you have Education SaaS technology experience? We are recruiting a Sales Leader in this sector to work with an industry leader. De...
Senior Vice President - Sales (Healthcare)
Senior Vice President of Sales (Healthcare). Proficiency in Microsoft Office suite including Word, PowerPoint, and Excel. As a member of the Everise family, you will be part of a global experience company that believes in being people-first, celebrating diversity and incubating innovation. Build a p...
Sales Vice President, Highland Capital Brokerage
The Sales Vice President is responsible for building ongoing distribution from institutional clients and/or successful independent producers through the sale of Life Insurance. Sales Vice President, Highland Capital Brokerage. Highland Capital Brokerage’s primary goal is to serve our clients with an...
Vice President of Merchandising
The Vice President of Merchandising is responsible for the leadership and strategic direction of the Merchandising team. Also, they must guide the trajectory of new products to achieve newness and sales targets. Since 1982, Ballard Designs has offered a unique curation of home furnishings and décor ...