Vice President of Financial Sales

$100K - $500K
Posted on 02/28/18 by Lilia Hernandez
CNI Consulting Inc.
Cleveland, OH
5 - 7 years experience
Financial Services
$100K - $500K
Posted on 02/28/18 Lilia Hernandez

CNI Consulting Inc. is looking for a financialsales professional, with a proven track record of success, to join our client’s Private Client Group as a Regional Vice President. The ideal candidate must be self-driven with experience in selling portfolio management services to high net worth individuals.

Our client manages portfolios for high net worth private clients and some of the world's preeminent institutions. 

The Opportunity

·  Work for a privately held investment management firm, which has proven success in both bull and bear markets

·  Singular focus meeting with prospective investors and gathering assets. Portfolio and relationship management are handled in-house

·  Lucrative compensation structure with a competitive base salary and unlimited commission / bonus potential

·  Have the flexibility to work from your own home office


The Role

·  Contact warm high net worth leads on the phone and arrange face-to-face meetings

·  Travel and meet with the leads to discuss the merits of the Private Client Group

·  Use a consultative sales approach to gather new assets from the prospective clients

·  Have a strong work ethic and a high level of integrity when representing our client



·  Track record of sales success selling portfolio management services to high net worth individuals; minimum of five years

·  Six-figure income; in the past three years

·  Dynamic sales skills both on the phone and in-person

·  Competitive drive in a goal oriented sales profession



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