RVP Wealth Management, MidAtlantic
Core
Drive wealth management product growth across the MidAtlantic territory by partnering with advisors to expand awareness, adoption, and sales of solutions.
Role type
Senior sales consultant (wealth management solutions)
Builds
Wealth management product adoption and sales for individual, small business, and institutional clients
Domain
Financial services / Wealth Management
Deliverable
product features
Required skills
consultative sales, relationship management, market insight, thought leadership, territory operations management, sales analytics, regulatory compliance
Preferred skills
CFP, ChFC, CRPC, CEBS, RICP designations, business acumen, CRM platform proficiency, sales analytics tool proficiency
Technologies
CRM tools, sales analytics platforms, proprietary systems
Responsibilities
Develop and strengthen relationships with new and existing advisors; Apply consultative sales approach to influence advisor product selection; Partner with stakeholders to execute territory business plans; Monitor industry trends and competitive developments; Travel to conduct advisor engagement and represent the organization at events; Manage territory operations, scheduling, and budgets
Seniority
Senior, hands-on IC