Regional Vice President, External Wholesaler – West Coast
Core
Expand sales efforts and grow assets under management for an ETF investment management firm across the West Coast by managing relationships with RIAs, family offices, and broker dealers.
Role type
Senior regional sales leader (player-coach)
Builds
ETF distribution platform and sales team
Domain
Asset management / ETFs
Required skills
ETF expertise, external wholesaler experience, team leadership, consultative selling, market intelligence, strategic territory planning
Preferred skills
Player-coach experience, existing West Coast advisor network, Series 65/66 certification
Technologies
None stated
Responsibilities
Grow assets under management throughout the West Coast territory, Develop and maintain relationships with RIAs, broker dealers, and family offices, Serve as a player-coach balancing direct production with mentoring, Lead territory strategy and prioritization, Represent the firm at road shows and conferences, Partner with internal teams to drive execution
Seniority
Senior, hands-on IC with leadership responsibilities