Vice President, Private Client Group


Detroit, MI

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 141 days ago

  by    Tara Bieling

This job is no longer available.

Our client is searching for a highly qualified financial sales specialist to join our team as a regional Vice President. A qualified candidate has previous success selling portfolio management services to individual stock market investors, is goal-oriented, and articulate.


Our client is a privately-held investment management firm which manages portfolios for high-net-worth private clients and some of the world's preeminent institutions. Our client's Founder, CEO and Chief Investment Officer, is the author of several finance books and academic studies, and a renowned innovator of investment theory.


The Opportunity

  •    Sell to high net worth individual stock market investors   Highly lucrative compensation structure 
  •    Work for an investment firm with a strong track record of success in both bull and bear markets
  •    Have the flexibility to work remotely from your home-office 
  •    Focus primarily on bringing new investors to our multi-billion dollar Private Client Group


Duties and Responsibilities 

  •    Contact and qualify high net worth prospective clients
  •    Travel and meet with high net worth investors to explain the merits of our Private Client Group 
  •    Bring in new assets to the firm using a highly professional consultative sales approach 
  •    Operate and represent our client with the highest level of integrity and work ethic




  •    Minimum of five years of success specifically selling to stock market investors
  •    Minimum of six-figure earnings in each of the past three years
  •    Quantifiable track record of individual success closing new investor business
  •    Acclimated to sustaining effective and efficient activity levels 
  •    Dynamic phone and in-person sales skills
  •    Highly competitive in goal-oriented sales professions


$100K - $500K