Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))
Core
Build relationships with potential wealth management clients to understand their needs and drive sales momentum for a comprehensive financial planning firm.
Role type
Regional Vice President, Wealth Management Sales
Builds
Tailored wealth management solutions and financial planning services for families
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales pipeline management, financial services industry knowledge, investment management expertise, CRM system proficiency, relationship building, time management
Preferred skills
CFP designation, Series 65/66 license (or equivalent exemption), Salesforce experience
Technologies
Salesforce, MS Excel, MS Word, MS Outlook, MS PowerPoint
Responsibilities
Engage with potential clients via Zoom, phone, and in-person meetings; create distinct value propositions for clients; own the sales pipeline from start to finish; act as a self-motivated leader within a high-visibility team
Seniority
Senior, leadership role