Regional Vice President- Mutual Funds (External Wholesaler) – Southeast Territory: TN, NC, SC, AL, GA, FL (REMOTE WITH TRAVEL)

Equitable

13d•Remote

About The Position

Equitable is looking for a Regional Vice President (External Wholesaler) for Equitable Investment Management who will lead business development efforts across the Southeast territory, covering Tennessee, North Carolina, South Carolina, Alabama, Georgia, and Florida. This role is responsible for cultivating and strengthening consultative relationships with existing and prospective advisors affiliated with National, Regional, and Insurance Broker Dealers. Through a disciplined sales approach, strategic territory management, and deep investment expertise, the Regional Vice President will drive asset growth, increase market share, identify new opportunities, and position Equitable Investment Management as a preferred investment partner.

Requirements

Bachelor's degree
FINRA Series 6 and 63 considered; Series 7 preferred (or required to attain within 150 days).
Knowledge of Mutual Funds and Investment products - previous direct sales experience.
Demonstrated written, verbal, and interpersonal communication skills with the ability to build trusted relationships, deliver effective presentations, and communicate complex investment concepts clearly.
Proven organization skills balancing between computer, mobile device and other equipment.
Willingness to travel 75%.
Must be located within the territory.

Nice To Haves

Experience in local area market
CIMA, CFP, CFA or equivalent designations

Responsibilities

Educate and train advisors on Equitable Investment Management model portfolios and 1290 Funds family of mutual funds.
Assess and identify the needs of advisor clients in order to promote new products.
Develop new producers while retaining existing producers to grow market share.
Develop new relationships. Responsible for territory management.
Utilize internal sales desk to assist in managing territory. Work with and train Internal Wholesaler to work collaboratively with RVP.
Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
Identify, create and implement investment sales opportunities to attain stated sales goals.
Communication with National Sales Manager on an ongoing basis.
Managing a budget and timely expense reporting.
Develop new producers while retaining existing producers to grow market share of 1290 Funds.
Maintain sales goals. Identify, create and implement investment fund and MPS model sales opportunities.
Manage and maximize investment business for multiple geographical areas.
Educate and train advisors on 1290 Funds investment products.
Manage a budget and timely expense reporting.
Travel required 75% of time.