Regional Vice President (External Wholesaler) - Ohio Valley US

Crossmark Global Investments

3d • $100,000

About The Position

Crossmark Global Investments is seeking a highly motivated and experienced Regional Vice President (RVP), External Wholesaler to drive sales and increase assets under management in the Ohio Valley Territory (Michigan, Indiana, Ohio, and Kentucky). We are looking for an individual with an established presence in this territory, a passion for our mission, and a demonstrated ability to succeed in a competitive market.

Crossmark, located in Houston, Texas, has served as a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, including mutual funds, SMAs, and ETFs. We are especially known for helping investors align their portfolios with their values through socially conscious, responsible investment solutions. Founded in 1987, Crossmark’s client-first approach is built on a legacy of excellence, offering investors the opportunity to create enduring value for generations to come.

Crossmark is indirectly owned by a non-profit organization, and our net income supports multiple ministry programs. We believe in the power of giving back and making a positive impact on the world we live in. Our team actively participates in volunteer initiatives and charitable causes. By supporting these efforts, we not only strengthen our communities but also foster a culture of empathy, collaboration, and social responsibility within our firm. This commitment reflects our core values: Integrity, Courage, Commitment, Proficiency and Professionalism.

Position Description/Background:

As the RVP, you will be a key driver of our growth in the assigned territory. You will leverage your existing relationships and expertise to position our diverse product suite. This role is ideal for a self-starter who thrives on building meaningful connections and is a compelling storyteller, capable of articulating complex market concepts and our unique value proposition. You will be responsible for developing and executing a strategic business plan, delivering impactful presentations, and achieving sales goals.

Requirements

• A bachelor's degree is required, along with a minimum of 5+ years of successful external wholesaling experience.
• You must possess a Series 7 and Series 66 (or Series 63 and Series 65) licenses.
• A demonstrated track record of meeting and exceeding sales goals, strong territory management skills, and a history of successful business development across various advisor channels (Wirehouse, Regional, Independent, and RIA).
• Deep understanding of capital markets and investment products (mutual funds, SMAs, ETFs). Superior communication, presentation, and storytelling abilities are essential.
• You must be highly organized, self-motivated, and have excellent time management skills.
• Willingness to travel extensively (75%+) within the territory is required.

Nice To Haves

• An established network of advisor relationships in the Texas market is highly preferred.

Responsibilities

• Cultivate and maintain strong relationships with financial advisors and RIAs across the Ohio Valley Territory (Michigan, Indiana, Ohio, and Kentucky). Your goal is to not only grow your network, but to identify and capitalize on new sales opportunities.
• Actively engage with advisors through virtual meetings, in-person visits, and industry events. Provide them with timely sales ideas, product information, and market insights to drive new asset flows and retain existing business.
• Articulate Crossmark's competitive advantages and investment philosophies through effective and engaging presentations to promote our full suite of products and services.
• Create and execute a comprehensive business plan and sales strategy to maximize your effectiveness and market penetration within the territory.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees