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.
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 t...
Vice President of Commercial Sales
CPI Security is a market leading provider of home and small business security systems and services. Already a strong provider of small business security services, the company seeks an experienced. VP of Commercial Sales & Business Development. Engaging and fun company culture that's made up of a...
Vice President Of Sales
The vice president of sales reports to the General Manager and is a member of the company’s executive team. Our client, a growing manufacturer of wood products located in Lexington, NC, is seeking a VP of Sales to join their team. Must be proficient in Microsoft Office Excel, PowerPoint, and Word. H...
Senior Vice President - Enterprise Sales
Reporting to the Chief Revenue Officer, the SVP of Enterprise Sales is responsible for the strategic direction and business results of SEGRA’s enterprise sales organization. Support on-time service delivery by ensuring the sales organization sets realistic customer expectations and perform timely an...
Vice President of Land Development
The Vice President of Development is responsible for multi-million dollar development deals for LGI Homes through the development of residential lots and land in Charlotte. The Vice President of Development will manage on site contractors through all states of development in accordance with the LGI ...
Assistant Vice President of Corporate and Investor Communications
The Assistant Vice President of Corporate and Investor Communications leads all aspects of external and internal communications and investor communications. We’re a 30-year-old innovative company witha rich history of delivering exceptional service and quality care in desirable,enriching residential...
Vice President of Finance (Remote)
This position reports to the FISD Division President with a dotted line to the Chief Financial Officer and works closely with the Sales Teams to drive growth, profitability, and cash-flow. As the Vice President of Finance for the FLIK Independent School Dining (FISD) you will oversee all financial a...
Vice President of Operations
Job Summary: The Vice President of Operations will be responsible for overseeing and optimizing all operational aspects of our global electronics manufacturing business. We are looking for a highly skilled and experienced Vice President of Operations to join our leadership team and drive operational...
Vice President; Quantitative Finance Analyst
Bank of America believes both in the importance of working together and offering flexibility to our employees. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We hire individuals with a broad range of backgrounds and ex...
Vice President - Life Sciences Research/Consultative Sales
At Escalent, the Vice President of an Industry Practice is a role that sits in our consultative selling career path called Sales & Strategic Growth. This position is for those who have achieved a level of credibility in research and the industry, who have a solid track record of achieving a revenue ...