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NYC Regional Director, Wealth Advisory & Partner Growth

Beacon Pointe, New York, NY, United States


Beacon Pointe is looking for a Regional Director in New York City to oversee sales operations and build strong relationships with financial advisors across referral channels. The ideal candidate will have over 10 years in the financial advisory sector, with a strong ability to convert prospects into clients. This role requires significant travel and includes responsibilities for managing a sales pipeline and leading financial presentations. A Bachelor's degree and related licenses are essential, with an MBA preferred.
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