Regional Vice President of Sales — Private Client Group

Job overview

The Regional Vice President of Sales role is remote from home, covering a local territory within driving distance; the listing is associated with Washington, DC. Compensation is listed as $500,000–$999,999 per year. The role reports to the Director of Private Client Group Sales and is supported by an internal portfolio management and service team. The role develops new investor business by presenting wealth management solutions to qualified high-net-worth prospects and helping them become clients. It contributes to the firm’s sales goals through lead follow-up, prospect meetings, and investment-asset acquisition, with service support provided by the internal team.

What you'll do

• Manage a local territory remotely from home
• call and close qualified leads
• meet prospects to assess their situations, present solutions, and explain the firm’s services
• help qualified consumers become clients
• coordinate with internal sales support, client service, marketing, and portfolio management teams
• report to the Director of Private Client Group Sales.

What we're looking for

Skills & competencies

regional vice president of sales

private client group

investment sales

wealth management

high-net-worth clients

qualified lead flow

remote from home

washington dc

cni consulting

$500k–$999,999/year

medical

dental

vision

401(k) match

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
• family support programs including paid primary caregiver leave, adoption assistance, and backup childcare. The posting also describes commission-based compensation and covered home-office and travel expenses.

Why this role

The source title differs from the description’s Regional Vice President of Sales title; the role is described as 100% sales-focused with qualified lead flow and covered home-office and travel expenses.

About the employer

CNI Consulting Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.