This individual will be responsible for raising and retaining capital for investment strategies in the Northeast Territory, reporting to the Director of Intermediary Distribution. Key accountabilities include conducting proactive phone sales presentations to financial advisors and partnering with wholesalers to drive sales and build relationships.

The primary role is to acquire new clients with investable assets over $500,000 through direct marketing channels, acting as the client-facing advisor lead supporting local financial advisory teams. This involves developing marketing presentations, driving revenue by closing clients, educating prospects, and utilizing the firm's planning structure to secure high-net-worth cases.

VP overseeing fleet business operations and strategic customer success at UVeye.

This senior leadership role focuses on driving regional sales growth by developing and implementing a regional sales strategy, assessing territories, and achieving regional sales targets. Key duties also involve building executive-level client relationships, acting as a brand ambassador, and leading/mentoring the regional sales team.