Regional Vice President, Community (Scottsdale, AZ)
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, Wealth Management 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
Preferred skills
CFP designation, Series 65/66 license, travel flexibility
Technologies
Salesforce, MS Excel, MS Word, MS Outlook, MS PowerPoint
Responsibilities
Engage with potential clients via Zoom, phone, or in person; create distinct value for clients using financial expertise and organizational resources; own the sales pipeline from start to finish; act as a self-motivated leader within a high-visibility team
Seniority
Senior, individual contributor with leadership responsibilities