
Senior Regional Director
Posted Jun 25

Posted Jun 25
This is a fully remote position, open to applicants in Massachusetts.
• Represent Victory Capital & Victory Shares and Solutions Strategies within the RIA Market Segment.
• Provide technical insights regarding the products.
• Propel Victory Product and enhance Growth Rate and New Flows for VCM assets under management.
• Create collaborative quarterly business plans.
• Offer expert insights during client meetings.
• Provide and coordinate marketing support for clients to advisors.
• Monitor activities and maintain accurate contact information and interactions in CRM.
• A minimum of 5 years of experience in the Investments industry.
• 3-5 years of wholesaling experience is required.
• Necessary licenses: Series 7 and Series 63/65 or 66.
• Relevant designations: CIMA / CFA.
• A Bachelor's Degree is mandatory.
• Familiarity with equity and fixed income markets.
• A high level of self-motivation along with strong integrity and ethics.
• Comprehensive Medical, Dental, and Vision plans.
• Flexible Paid Time Off (PTO).
• Family Medical and Disability Leaves.
• Education Tuition Reimbursement.
• 401k plan featuring a generous employer match.
Veeam Software
1440 Foods
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