Regional Vice President, Channel (Washington D.C. / Baltimore, MD)
Core
Build relationships with potential wealth management clients to understand their needs and drive sales momentum by presenting tailored financial solutions.
Role type
Regional Vice President, Channel Sales
Builds
Wealth management solutions for families
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales pipeline management, financial expertise, CRM proficiency, relationship building, time management, MS Office proficiency, travel flexibility
Preferred skills
CFP designation, Series 65/66 license, Salesforce experience
Responsibilities
Engage with clients via Zoom, phone, or in person; create distinct value propositions; own sales pipeline from start to finish; act as a self-motivated leader
Seniority
Mid-Senior, hands-on sales leader
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