Remote Position
RVP Wealth Management - Pacific West
🌍 Remote · United States
💼 Full-time
We are seeking an experienced sales consultant to drive wealth management product growth across the Pacific West. In this role, you will partner with advisors, field leaders and internal business partners to expand awareness, adoption and sales of wealth management solutions. You will have significant influence on business outcomes through relationship management, market insight and thought leadership. This position offers the opportunity to make a measurable impact while representing the organization at client, advisor and broker dealer events.
Responsibilities
- Drive territory sales results by developing and strengthening relationships with new and existing advisors through one-on-one meetings, presentations, client events and educational programs.
- Apply a consultative sales approach to influence advisor product selection and identify opportunities that align with client and business needs.
- Partner with sales consultants, field leadership, marketing and other key stakeholders to execute territory business plans and achieve growth objectives.
- Monitor industry trends, competitive developments and regulatory changes, and communicate insights that impact product positioning and sales strategy.
- Travel throughout the territory to conduct advisor engagement activities, deliver training, and represent the organization at regional, national and industry events.
- Leverage customer relationship management tools, sales analytics and proprietary systems to identify opportunities, prepare meetings and improve sales effectiveness.
- Manage territory operations, scheduling, recognition activities, budgets and follow-up processes to enhance efficiency and advisor experience.
Required Qualifications
- 10+ years of experience in the financial services industry in a sales-focused role with deep investment and wealth management product knowledge
- Experience working in a consultative sales environment with a proven track record of influencing outcomes and driving business growth
- Bachelor’s degree or equivalent
- Series 7 license required upon hire
- Active State securities agent registration (S63 or S66) or ability to obtain within 90 days