Regional Vice President, Client Development

Vice PresidentVice PresidentFull TimeRemoteTeam 501-1,000Since 1997H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

95 days ago

Salary

$225K - $250K / year

Bachelor Degree7 yrs expEnglish

Job Description

• Partner with financial advisors to uncover and convert existing client opportunities for additional investment. • Serve as a subject matter expert in planning and investment strategy to support advisors in expanding their client wallet share. • Lead initial client conversations when appropriate, helping articulate WEG’s value proposition and deepen engagement. • Collaborate with advisors to identify Existing Client New Money (ECNM) opportunities within their existing book, provide strategic input on cases, and deliver presentations that focus on wallet share growth. • Drive AUM growth by expanding existing client relationships, not by sourcing new clients. • Educate advisors and clients on planning and investment topics that support deeper engagement. • Use WEG’s planning framework to help advisors close mid- and high-net-worth ECNM opportunities. • Act as a resource for complex planning and investment cases, helping advisors deliver high-impact solutions. • Participate in joint meetings with clients to reinforce planning recommendations and investment strategies. • Ensure smooth handoff and ongoing service delivery in partnership with advisory teams post-engagement.

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
Strong financial advisory and wealth management acumen and experience
Strong technical expertise in financial planning and investment strategy.
Demonstrated ability to collaborate with financial advisors using consultative planning and investment expertise to identify client needs, propose tailored solutions, and drive expansion of managed assets.
Demonstrated strategic planning and sales 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
4-year degree in business, finance, marketing or related
FINRA Series 65 required
CFP(R) designation strongly preferred

Benefits

Training and professional development
Medical, dental and vision coverage (Available to 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)