Regional Vice President, Community (San Francisco, CA)
Core
Build relationships with wealth management clients to drive sales and help them find tailored financial solutions.
Role type
Senior sales leader (Regional Vice President)
Builds
Wealth management solutions for families
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
sales pipeline management, financial expertise, CRM proficiency, client relationship building, self-motivation, time management, MS Office proficiency
Preferred skills
CFP designation, Series 65/66 license, experience in high-volume environments
Technologies
Salesforce, MS Excel, Word, Outlook, PowerPoint
Responsibilities
Engage with potential clients via Zoom, phone, or in person; create distinct value for each client; own sales pipeline from start to finish; act as a self-motivated leader
Seniority
Senior, hands-on IC