Vice President, Wealth Sales
Core
Position Man Group's investment products and solutions across Pacific Northwest regional wirehouse offices and the RIA channel to promote existing allocations and drive new business.
Role type
Senior IC wealth sales executive (VP level)
Builds
Investment products and bespoke solutions for sophisticated clients, wirehouse platforms, and RIAs
Domain
Alternative investments, wealth management, US financial services
Required skills
Strategic account management, cold and warm prospecting, relationship building with key financial advisers, presentation skills, sales target achievement, regulatory compliance knowledge, travel management
Preferred skills
Experience in US wealth business development, ability to engage senior management, event organization
Technologies
CRM systems, presentation tools
Responsibilities
Identify and maintain relationships with key investment contacts in wirehouse platforms and RIAs; manage designated accounts through prioritization, research, and prospecting; contribute to US wealth business development strategy; conduct professional presentations to independent advisors and wirehouses; organize seminars and industry events; manage internal contacts and provide market feedback; report activity to senior management.
Seniority
VP, strategic leadership with hands-on sales execution