Regional Vice President of Sales — Private Client Group
Compensation
$500k – $1000k /yr
Employment type
Full-time
Work setting
On-site
Location
Buffalo, NY
Schedule
Day shift
Posted
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Job overview
The Regional Vice President of Sales — Private Client Group is a remote role managed from home, covering a local territory within driving distance of Buffalo, NY. The posting describes a $100,000 starting base salary that gradually steps down to $0, plus uncapped commission; average total compensation is stated as $300,000–$350,000, with top producers earning $1 million or more. The role supports a fee-only portfolio management and fiduciary firm serving high-net-worth investors. This sales-focused role develops new investor business by engaging qualified leads, meeting prospects, explaining wealth management services, and closing sales. It contributes to the firm’s growth while an internal portfolio management and service team supports client service and sales operations.
What you'll do
- Manage a local territory remotely from home
- call and close qualified high-net-worth leads
- meet prospects to evaluate their situations and explain wealth management services
- help qualified consumers become clients
- work with the internal portfolio management and service team
- report to the Director of Private Client Group Sales.
What we're looking for
- Skills & competencies
- regional vice president of salesprivate client groupremotebuffalo ny territoryhigh-net-worth clientsportfolio managementfiduciary firmsalesqualified leadsuncapped commission$300k–$350k average total compensationcni consulting
- Work arrangement
- Weekend coverage required
Benefits & perks
- 100% paid medical, dental, and vision premiums for the employee and qualifying dependents
- 50% 401(k) match up to the IRS maximum
- paid primary caregiver leave, adoption assistance, and backup childcare.
Why this role
Qualified lead flow is provided, with home-office and travel expenses covered; compensation includes uncapped commission and ongoing trailers on new business closed.
About the employer
CNI Consulting Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 11-2022.00
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Listing ID: 1c737f9c-ce9d-44f6-913c-d5c7c4f46a2f