VP, Financial Sales

$80K - $500K
Posted on 03/05/18
Confidential Company
Washington, DC
5 - 7 years experience
Financial Services
$80K - $500K
Posted on 03/05/18

Our client is searching for highly qualified financialsales specialists to join their 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.


They are a privately-held investment management firm headquartered in the San Francisco Bay Area managing portfolios for high-net-worth private clients and some of the world's preeminent institutions. The 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 the firm 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



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