Regional Director

📋 Description

• Collaborate with RSC to build and nurture relationships with current or prospective advisors.

• Participate in and deliver presentations at broker-dealer conferences and events.

• Utilize technology efficiently, including Salesforce, Pardot, and Seismic.

• Present strategies both in-person and via webcast and other sales tools.

• Update and manage Salesforce CRM records related to meetings.

• Oversee and maintain the regional budget.

• Travel is required 50-75% of the time.

• Dedication to ongoing education and professional development.

⛳️ Requirements

• A bachelor's degree is REQUIRED.

• At least 5 years of experience in investment wholesale.

• A proven sales record established within the industry.

• Extensive industry relationships, ideally within the IBD and RIA sectors.

• Strong organizational abilities with the capacity to handle multiple projects simultaneously.

• Excellent written, oral, and verbal communication skills.

• Proficient in computer applications such as Salesforce, Pardot, Microsoft Office, and Zoom.

• In-depth knowledge of financial services.

• Series 65 and/or CFP® certification is preferred.

🏝️ Benefits

• 3 weeks of accrued Paid Time Off.

• Paid holidays.

• Health, Dental, Vision, and Life Insurance.

• 401(k) plan.

• Potential for an additional 4% Employer Match, totaling 8%.