Washington, District of columbia
Regional VP of Business Development - Retail/HNW Sales Job Opening in Washington, District of columbia - Zacks Investment Management is a boutique wealth management firm that provides comprehensive personalized wealth management solutions to clients through the use of equity, fixed income and alternative asset strategies. Client portfolios are managed using a combination of independent research and proprietary quantitative models all in discretionary SMA models stewarded by The Investment Committee
As a Regional Vice President of Business Development, you will be responsible for developing new client relationships within your assigned territory. Qualified appointments are set for you by our team of Wealth Management Associates. You will contact and meet with prospective investors that have responded to the firm?s direct marketing efforts and that have expressed an interest in meeting with the firm. Your business building efforts are directly supported by your appointment setting team, dedicated client service teams, direct access to our Investment Committee, world class marketing and more. You will have clear weekly, monthly and quarterly sales goals to achieve. Additionally, we provide awards and recognition for your exceptional sales results along with formal training programs designed to educate you in all areas of the capital markets, portfolio management, sales, and financial products.
Core Job Functions:
Communicate and meet with individual investors who have responded to the firm?s marketing and advertising efforts
Describe the firm's philosophy and investment strategy using a highly consultative sales approach
Facilitate the asset acquisition process with qualified high net-worth investors
Work independently, manage time and resources effectively
90% travel required in your assigned territory (100% reimbursed)
Job Requirements
Bachelor's degree from a 4-year college or university required
Minimum 8 years of exceptional, proven financial sales experience required
Series 65 or 66 licenses.
CFP, CPA, MBA Designations preferred.
Prior experience with Salesforce CRM and Microsoft Office required
Strong communication skills
COMPENSATION:
W-2 Salary plus commission, NO CAP TO COMMISSION
Full medical, dental, vision and 401(k) benefits available
Job Type: Full-time
Job Location:
Washington, DC
Required education:
Bachelor's
Required experience:
Investment Sales: 8 years
Required license or certification:
series 65 or 66
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