Regional Vice President of Investment Sales
Firm : Large global portfoliomanagement firm with over 200 billion in assets under management.Each client would have a separately managed portfolio based ontheir risk tolerance asset allocation and securities preferences.
Fee based platform that offers global portfolio managementsolutions.
Role : In this home based outside sales role you will be focused onclosing leads of high net worth clients that have already expressedinterest in investing with this firm and who have over 500k or moreto invest.
There is absolutely no cold calling / prospecting in thisrole and the firm prefers that you just focus on closing the clientleads that the firm provides.
Adedicated portfolio management and service team are primarilyresponsible for the transition and retention of clientrelationships.
The firm actively markets their services via direct mail internettelevision advertising and other mediums. The firm receivesprequalified responses from interested investors who are willing tohave a discussion about moving over their investmentportfolio.
HomeOffice : The firm covers all home office expenses : computer phonescanner printer etc. The firm also covers all travel expenses andgives you an expenseaccount.
Compensation : $100000 base salary to start uncapped commission withaverage total compensation of $300000 to $500000 and top producers earning $1 million plus.
Compensationincludes a base salary uncapped commission. Salary starts at$100000 and gradually declines to $0. However at that pointcommission increases substantially as you will receive commissionon any new sale for a number of years tocome.
Benefits : 100% coverage on all health / medical dental & vision carefor you and any dependents and 401kmatching
Requirements : 7 years experience working as an Investment Advisor or ExternalWholesaler or similar role & a strong track record ofsuccess in sales and bringing in new investment assets to thefirm.
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