VP, Regional Wealth Management Consultant - Northern California
Core
Build relationships with assigned Wealth Management clients in Northern California to increase assets and provide value-added services.
Role type
VP, Regional Wealth Management Consultant
Builds
Client relationships and asset growth for assigned territory
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
sales experience, investment analysis, consultative selling, marketing plan development, sales data analysis, fund analysis software proficiency
Preferred skills
10+ years financial industry experience, experience with all distribution channels (RIAs, broker dealers, wire houses)
Technologies
Morningstar Principia, Zephyr StyleAdvisor, Salesforce CRM, Market Metrics
Responsibilities
proactive call rotation and site visits, implement territory plan with Internal Wholesaler, develop and implement marketing plans, analyze sales data for profitability and trends, participate in regional and national conferences
Seniority
VP, strategic territory leadership