Senior Vice President, External Wholesaler Manager

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

📋 Description

• Oversee a team of Senior Investment Consultants

• Perform market research and analysis to identify business opportunities

• Partner with firm COIs for prospecting efforts

• Create and execute an operating model for designated teams

• Hire, lead, inspire, and develop team members

⛳️ Requirements

• Bachelor’s degree or equivalent experience

• 8 years of experience in financial services

• Experience in sales management is advantageous

• NASD Series 6, 7, 63 required; Series 24 must be acquired within 6 months of employment

• In-depth product knowledge and familiarity with the markets

• CIMA designation is a plus

🏝️ Benefits

• Competitive salary

• Health insurance coverage

• 401(k) retirement plan

• Access to flexible global resources and tools

• Family-oriented policies

• Paid time off, including time for volunteer work