Regional Vice President, New Client Development
Location
United States
Posted
9 hours ago
Salary
$225K - $250K / year
Bachelor Degree7 yrs expEnglish
Job Description
• Develop Work closely with marketing to ensure accurate presentation and tracking, maintain and adjust pitch deck and related presentations.
• Drive revenue by effectively differentiating WEG’s offerings and value proposition.
• Drive revenue by acquiring / closing clients and increasing assets under management.
• Educate clients on planning and investment based topics through one-on-one and group presentations.
• Utilize WEG’s planning structure and model to close mid and high net worth cases.
• Support Financial Advisory Teams to help grow WEGs local presence while ensuring client service and retention standards are met.
• Proactively contact and qualify high net worth prospective clients that are introduced through WEG’s direct marketing channels.
• Meet with high net worth investors to understand their financial situation and needs and introduce the value of working with a WEG Advisory team.
• Assist in the creation, delivery, execution and management of complex financial plans and investment recommendations.
• Work with the financial advisory team to ensure ongoing client service is delivered after the close and transition.
Job Requirements
- 7+ years of business development / sales experience in investment management and/or financial advisory industry with demonstrated ability to develop and manage client relationships (experience working with Custodians such as Schwab, Fidelity or Scottrade preferred)
- 4-year degree in business, finance, marketing or related
- Strong financial advisory and wealth management acumen and experience
- A track record of success obtaining referrals from own network and converting such referrals to new business
- Experienced sales skills to determine the needs of partners and prospects through consultative questions, offering solutions and asking for the right actions and next steps.
- Demonstrated strategic planning and selling experience
- Willingness to independently travel regularly in assigned market – up to 50%
- Experience using CRM systems (Salesforce preferred)
- Excellent communication, presentation, listening and analytical skills
- Proven time management and organizational skills in high volume, high energy environments
- FINRA Series 65 or 66 required
- CFP designation preferred
Benefits
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
