Vice President of Sales - Financial Services

Are you ready to take your financial expertise to the next level with a role that is entirely focused on sales? As a Vice President of Sales, you will manage your territory with ease, meeting clients both in-person and virtually. At our privately held, multi-billion-dollar global investment firm, we prioritize our clients and strive to enhance the investment landscape.

The Opportunity

You will present our wealth management solutions to high-net-worth prospects, supported by a dedicated Director of Sales who will equip you with the necessary training and resources for success. Join our collaborative environment, enriched by sales support, client services, marketing, research, and more.

Your Responsibilities

• Convert prospects into clients by demonstrating the unique advantages of our firm.
• Engage with high-net-worth prospects to understand their financial needs and provide tailored solutions.
• Educate potential clients about the diverse range of our offerings.
• Participate in ongoing training focused on advanced phone sales techniques, finance, capital markets, and portfolio management.
• This is a home office role, with expectations to meet clients face-to-face or virtually within your territory.

Your Qualifications

• At least 5 years of experience in financial services.
• A FINRA Series 65 license or a combination of FINRA Series 7 and 66 preferred.
• A proven multi-year track record of sales success.
• Experience with high-volume phone activity and in-person client meetings.

Compensation

• This commission-based role allows for a base salary range starting at $100,000, decreasing gradually; your total compensation will include a percentage of estimated first-year management fees plus continued earnings for new business.
• Enjoy uncapped, performance-based earnings potential, with average income reaching the mid to high 6-figure range within two years and the opportunity for 7-figure income.

Why Join Us?

Be part of a company dedicated to improving the investment universe. We are proud of our inclusive culture and comprehensive learning and development programs tailored for every employee. Enjoy exceptional benefits including:

• Complete coverage of medical, dental, and vision premiums for you and your qualifying dependents.
• A generous 401(k) match of 50%, up to the IRS maximum.
• Family support programs, including 8 weeks of Paid Primary Caregiver Leave, $10,000 assistance for fertility and family planning, and backup care options for children, adults, and the elderly.

We are proud to be an equal opportunity employer.