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.
Vice President of Student Affairs
The Vice President provides strategic oversight and leadership in the administration of a comprehensive range of programs and services for students; supports a campus culture that promotes the academic achievement and personal development of all students; provides oversight and assistance with stude...
Vice President of Software Engineering
VP of Engineering (Software Engineering, AI, Data Science). Join a leading SaaS product firm dedicated to innovation in software engineering, AI, and data science. Oversee software architecture and AI integration strategies. Foster a culture of innovation, quality, and continuous improvement. ...
Vice President of Product Support
The Vice President of Product Support will provide leadership for the parts and service departments, playing a critical role in ensuring operational excellence, customer satisfaction, and profitability. Proficiency with computers, including Microsoft Windows, Microsoft Office Suite, and web-based ap...
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 Operations - Construction
Our client, a leading construction firm specializing in public sector projects, is seeking a Vice President of Construction Operations to oversee their Baltimore-based operations. Knowledge of Microsoft Office tools, and technological application for marketing, analytics, operations. Are you a visio...
Vice President Sales Execution & Strategy
The Vice President, Sales Execution & Strategy is accountable for establishing and driving a set of shared services to help the execution and smooth functioning of our sales processes. Under the Vice President, Sales Execution & Strategy will be the following shared services: Sales Operation...
Vice President, Northeast Regional Construction Service Lead
The Regional Construction Service Lead (RCSL) is responsible for developing a regional strategy to grow and maintain a profitable construction service practice. To perform this job successfully, an individual should have knowledge of Microsoft Word software and Internet software. Client Service - Re...
Vice President of Total Rewards and HR Shared Services
Vice President of Total Rewards and HR Shared Services. Vice President of Total Rewards & HR Shared Services. Oversee the day-to-day operations of the HR Service Center, ensuring timely and accurate delivery of HR services. Align with leadership, Chief People Officer, and the Compensation Commit...
Vice President of Engineering
Ensures billing and profitability are met so that the Columbia office is profitable every month and hat the majority of the projects are profitable. Prepare and execute big picture plan with Regional VP & President of Engineering to properly staff and grow our office. Promotes use of and participate...
Vice President of Operations - Construction
Our client, a leading construction firm specializing in public sector projects, is seeking a Vice President of Construction Operations to oversee their Baltimore-based operations. Knowledge of Microsoft Office tools, and technological application for marketing, analytics, operations. Are you a visio...