Senior Regional Sales Director (Northern California, Wire Channel)

Why consider this job opportunity

• Salary up to $125,000
• Eligible for participation in an incentive plan
• Opportunity for career advancement and professional development
• Supportive and collaborative work environment
• Flexibility of remote work from San Francisco, CA
• Chance to make a positive impact in the financial sector

What to Expect (Job Responsibilities)

• Represent the employer as a subject matter expert in mutual funds, ETFs, and separately managed accounts
• Develop and maintain relationships with advisors and intermediaries
• Lead sales initiatives within a defined territory
• Identify client needs and coordinate efforts to serve assigned intermediaries
• Conduct sales and product training meetings for assigned territories

What is Required (Qualifications)

• Bachelor’s degree
• Ten or more years of experience with strong sales skills and established relationships within the assigned territory and channel
• Excellent written and verbal communication skills
• Motivated and energetic with strong project management skills
• Required licenses: Series 7 and Series 63 or 66

How to Stand Out (Preferred Qualifications)

• Experience in practice management and portfolio construction
• Proven track record of successful sales initiatives in the financial industry
• Ability to travel extensively in the field, approximately 90% of the time

#InvestmentManagement #SalesDirector #RemoteWork #CareerGrowth #FinancialServices

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

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