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 Digital Sales
Key Responsibilities:Act as a trusted advisor to customers, providing guidance on AWS services for enhancing customer experienceGenerate and manage pipeline growth, overseeing sales opportunities from inception to closeCollaborate with cross-functional teams and AWS to propose professional services ...
Vice President of Program Management - Hybrid NYC
The Vice President (VP) of Program Management, reporting to the COO, will be responsible for leading our Program Management Office (PMO). The VP of Program Management will utilize best-in-class program management methodologies to support the end-to-end oversight of the program strategy and managemen...
Vice President of Enterprise Compliance
A company is looking for a VP Enterprise Compliance (Remote)....
Vice President of Real Estate Development
Reporting to the Executive Vice President/Chief Operating Officer, the Vice President for Real Estate Development is responsible for the planning and implementation of new multi-family affordable and supportive housing projects. Vice President of Real Estate Development. This position offers a gener...
Vice President of Regulatory Affairs
Key Responsibilities:Develop and implement regulatory strategies to ensure global complianceEstablish and maintain Quality Management Systems and frameworksLead audits, inspections, and continuous improvement initiativesRequired Qualifications:Bachelor's Degree in Science or a related field; advance...
Salesperson, Vice President/Director, Commodity Tactical Sales for Banks & Hedge Fund Coverage [...]
The Salesperson is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Familiarize and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Sec...
Vice President, Sales - Business Development (US ABS Markets)
DBRS Morningstar is seeking Vice President, Sales, within the Global Business Development team for U. Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point). Work with and cover for other ABS Business Development teammates when they are out of the office. The primary function will be...
Vice President National Sales & Relationship Management
Develop and coordinate all aspects of the sales cycle and methodology utilized to generate new sales opportunities and ensure profitable retention of existing clients including, analyzing, and evaluating the effectiveness of sales activities, methods, related costs, and results. You will develop, di...
Vice President, East Coast Sales
As the VP of Sales, your primary focus will be to lead the East Coast sales team, reach and exceed sales goals and promote the sale of our platform to key agencies. Vice President, East Coast Sales. For advertisers and their agencies, Teads offers a single access point to buy the inventory of many o...
Direct Indexing Strategist, Vice President
Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon. We’re seeking a future team ...