District Vice President, Sales
Core
Develop and implement business plans and sales strategies to increase market share for investment solutions within a specific territory.
Role type
District Vice President, Sales
Builds
Sales growth and market share expansion for CI investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
business acumen, investment management knowledge, sales strategy, territory planning, CRM proficiency, relationship building, coaching, regulatory compliance, calendar management
Preferred skills
industry relationships, CFP/CIM/CFA designation, Salesforce experience
Technologies
Salesforce.com
Responsibilities
Develop territory coverage and communication strategies, educate advisors on investment solutions, build consultative relationships with advisors and staff, coach sales coordinators, represent the firm at regional and national conferences, leverage senior management in the sales process, manage scheduling to maximize client time
Seniority
Senior, hands-on IC