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Vice President of Sales

Atlantic Partners · Multiple locations ·

Job type:
Full Time

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 Mid West 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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