Senior Regional Director – Intermediary

Strategically plan and manage resources to maximize territory sales using industry and firm data

Prioritize advisors and manage territory sales, run-rate revenue, positive net cash flow, and relationships

Develop and manage an active sales pipeline and record meeting activity in the CRM

Budget expenses efficiently

Partner with a Regional Coordinator to drive sales through geographically distinct or segmented firms

Identify and foster leads from segmentation, referrals, advertising campaigns, and territory canvassing

Partner with Voya business lines including alternative specialist, DCIO, Workplace Solutions, and NQDC

Conduct at least 20 weekly field appointments, including one-on-one meetings, presentations, and conferences

Build new relationships and manage and deepen existing advisor relationships

Use segmentation, consultative sales, meetings, conferences, and training workshops to drive sales

Requirements

8+ years of success wholesaling mutual funds, SMAs, ETFs, model portfolios, and private and public alternative investments

Proven ability to grow a territory as measured by sales and persistency of business over multiple years

Strong relationships across all channels

Technical expertise in mutual funds, SMAs, ETFs, model portfolios, and alternative investments

Extensive capital markets knowledge

Understanding of the competitive landscape

Exceptional presentation skills

Strong organizational skills

Ability to work collaboratively and independently and communicate clearly and concisely

Thorough knowledge of sales and marketing principles and practices

Strong knowledge of capital markets

Series 7 and Series 66 licenses required

Candidate must reside in the Washington and Oregon territory

Willingness to travel, including overnight stays where applicable

Minimum of 20 appointments per week in the field

Core Competencies

Demonstrates extensive expertise in wholesaling mutual funds, SMAs, ETFs, and alternative investments, with a proven track record of growing territory sales and managing advisor relationships. Strong organizational and presentation skills are essential for effective communication and collaboration in driving sales.

Highest-signal resume keywords

8+ Years Wholesaling Experience

Technical Expertise in Mutual Funds

Series 7 License

Series 66 License

Capital Markets Knowledge

ATS Optimization Keywords

Hard Skills

Wholesaling

Sales Pipeline Management

Consultative Sales

Sales and Marketing Principles

Territory Management

Budget Management

Field Appointments

Relationship Management

Segmentation

Presentation Skills

Soft Skills

Strong Organizational Skills

Clear Communication

Collaborative Work Style

Independent Work Style

Certifications & Qualifications

Series 7

Series 66

Industry Keywords

Mutual Funds

SMAs

ETFs

Model Portfolios

Alternative Investments

Capital Markets

Sales Territory

Advisor Relationships

Competitive Landscape

Field Appointments

Tools & Technologies

CRM Software

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