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, Hyperscale Sales, NA
As the North American leader of this premier account, the VP of Hyperscale Sales will lead all stages of business acquisition beginning with relationship management and tracking all the way through lease execution. As a team, the sales organization is the primary group that touches all of our custom...
Vice President of Revenue
A company is looking for a VP of Revenue to drive global sales strategy and expand revenue. ...
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...
Vice President of Financial Planning
Key Responsibilities:Lead the development and execution of financial planning processes, including budgeting and forecastingManage the company's 5-year strategic financial plan and align it with business objectivesPrepare comprehensive financial materials for the Board of Directors and investorsRequ...
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
A company is looking for a Regional Vice President for their Low Dollar Operations Department. ...
Vice President of Development, Colorado
With support from the ACE National office and guidance from the Chief Development Officer and VP of National Development, the VP of Development will develop and implement a strategic fundraising plan to raise significant funding from philanthropists in Colorado and to ensure the long-term success an...
Vice President of Environmental Sustainability
Vice President of Environmental Sustainability. Develop and implement programs in all areas of organization operation including property operations, asset management, real estate development, resident services and facilities management and maintenance. Ten (10) years of experience developing and imp...
Vice President of Sales Operations
As the leader of a high performing Sales Operations Team, you will impact our sales productivity including planning, compensation, reporting, enablement, pricing and deal management of all sales processes. Vice President of Sales Operations. Set the overarching Sales Operations strategy across the S...
Senior Vice President of Academic Affairs/Provost
Coordinate oversight with the Office of Institutional Effectiveness + the Office of Compliance to: coordinate with the accreditation efforts to: Prepare and compose reports to various accrediting agencies including comprehensive evaluation reports, substantive change initiatives, and policy initiativ...