Regional Vice President, New Client Development

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as the client-facing advisor lead supporting local financial advisory teams.

• Acquire and secure new clients with investable assets exceeding $500,000 through direct marketing channels.

• Collaborate closely with marketing to ensure precise presentation and effective tracking.

• Regularly maintain and update pitch decks and associated presentations.

• Differentiate WEG’s services and value proposition to generate revenue.

• Enhance assets under management.

• Educate clients on planning and investment topics through both individual and group presentations.

• Utilize WEG’s planning structure and model to finalize mid- and high-net-worth cases.

• Contribute to the growth of WEG’s local presence while upholding client service and retention standards.

• Proactively reach out to and qualify high-net-worth prospective clients via direct marketing channels.

• Meet with high-net-worth investors to assess their financial situations and needs.

• Communicate the benefits of partnering with a WEG Advisory team.

• Assist in the creation, delivery, execution, and management of complex financial plans and investment strategies.

• Collaborate with financial advisory teams to ensure continuous client service post-close and during transition.

⛳️ Requirements

• Over 7 years of business development or sales experience in the investment management and/or financial advisory industry.

• Proven ability to cultivate and manage client relationships.

• Preferred experience working with custodians like Schwab, Fidelity, or Scottrade.

• Bachelor’s degree in business, finance, marketing, or a related field.

• Strong expertise in financial advisory and wealth management.

• Successful history of acquiring referrals from personal networks and converting them into new business.

• Proficient sales skills, including consultative questioning, providing solutions, and securing follow-up actions.

• Demonstrated experience in strategic planning and sales.

• Willingness to travel independently within the assigned market regularly, up to 50% of the time.

• Familiarity with CRM systems; Salesforce experience preferred.

• Exceptional communication, presentation, listening, and analytical abilities.

• Proven time management and organizational skills in high-volume, energetic environments.

• FINRA Series 65 or 66 certification is required.

• CFP designation is preferred.

🏝️ Benefits

• Health and dental insurance.

• 401k retirement plan.

• Paid time off.

• Training and professional development opportunities.

• Medical, dental, and vision coverage for full-time employees and their families.

• Health Savings Account (HSA) with employer contribution.

• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and AD&D insurance – employer-paid and voluntary options available.

• Short-term and long-term disability coverage.

• Workers compensation – employer-funded.

• 401k with matching contributions and profit-sharing.

• Wellness programs and resources.

• Optional benefits, including pet insurance.

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service).

• 12 paid holidays each year (10 predetermined and 2 floating days).

• Paid parental leave and paid caregiver leave.

• Reimbursement for tuition, licensing, and other credentials.