A Fast Growing Investment firm in the ETF space is seeking a seasoned, relationship-driven Regional Vice President (RVP) to expand sales efforts across the West Coast. This role is ideal for a player-coach with deep ETF expertise, strong advisor relationships, and a proven ability to both produce and elevate a growing sales team.
The RVP will be responsible for expanding company footprint with RIAs, Family Offices, and independent broker-dealers while helping scale a high-performing distribution platform during a critical growth phase.
Key Responsibilities
Own and grow assets under management across the West Coast territory
Develop, maintain, and deepen relationships with RIAs, broker dealers, family offices, and institutional advisors
Serve as a player-coach, balancing direct production with mentoring and supporting junior sales talent
Lead territory strategy, including prioritization of key firms, platforms, and gatekeepers
Represent company ETFs in roadshows, due diligence meetings, conferences, and advisor events
Partner closely with internal sales, capital markets, and marketing teams to drive effective execution
Deliver clear, compliant product positioning and portfolio construction insights to advisors
Provide ongoing market intelligence, competitive insights, and feedback to senior leadership
Ensure adherence to all regulatory, compliance, and firm policies
Qualifications & Experience
Client Series 7 and Series 63 required (Series 65/66 a plus)
7–10+ years of experience in ETF, asset management, or investment distribution
Demonstrated success in an external wholesaler or regional management role
Prior experience in a player-coach or team leadership capacity strongly preferred
Deep understanding of ETF structure, trading dynamics, liquidity, and portfolio applications
Substantial existing advisor relationships across the West Coast
Strong consultative selling skills with the ability to engage sophisticated advisors
Self-starter mindset with high accountability and entrepreneurial energy
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VP Sales
Atlantic Partners · Palo Alto, CA, USA ·
- Job type:
- Full Time