Regional Vice President, New Client Development

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

📋 Description

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

• Update and modify pitch decks along with related presentations.

• Generate revenue by distinguishing WEG’s offerings and value proposition.

• Acquire new clients and enhance assets under management.

• Provide education to clients on planning and investment topics through individual and group presentations.

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

• Assist financial advisory teams in expanding WEG’s local footprint.

• Ensure that client service and retention standards are upheld.

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

• Meet with high-net-worth investors to assess their financial circumstances and requirements.

• Highlight the advantages of collaborating with a WEG Advisory team.

• Aid in the creation, delivery, execution, and management of intricate financial plans and investment proposals.

• Ensure continuous client service is provided post-closing and during transitions.

⛳️ Requirements

• Minimum of 7 years of experience in business development or sales within the investment management and/or financial advisory sector.

• Proven capability to cultivate and manage client relationships.

• Preferred experience with custodians such as Schwab, Fidelity, or Scottrade.

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

• Strong expertise in financial advisory and wealth management.

• History of securing referrals from personal networks and converting those referrals into new business opportunities.

• Proficient in consultative sales techniques.

• Demonstrated experience in strategic planning and selling.

• Willingness to travel independently within the assigned market, 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 fast-paced, high-energy environments.

• FINRA Series 65 or 66 license required.

• CFP designation is preferred.

• Capability to stand or sit for extended periods.

• Ability to organize documents in high or low cabinets.

• Proficient in using telephone and computer systems.

🏝️ Benefits

• Comprehensive benefits package, including health and dental insurance.

• 401k retirement plan.

• Paid time off.

• Opportunities for training and professional development.

• Medical, dental, and vision coverage.

• Health Savings Account (HSA) with employer contributions.

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

• Employer-paid and voluntary life and AD&D insurance.

• Short-term and long-term disability coverage.

• Workers' compensation insurance.

• 401k plan with matching contributions and profit sharing.

• Wellness programs and resources available.

• 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.

• Paid parental leave.

• Paid caregiver leave.

• Reimbursement for tuition, licensing, and other credentials upon meeting service requirements.