Regional Vice President Mutual Funds, West Territory (REMOTE + TRAVEL)

Equitable•Portland, NV

4d•Remote

About The Position

Equitable Investment Management is seeking an experienced Regional Vice President (External Wholesaler) for mutual funds to develop and manage consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors in the Western territory: CA, OR, WA, NV, ID, MT, HI, and AK. The role is remote with travel for business needs, listed as up to 75%25; periodic office visits may also be requested based on business needs. The Regional Vice President educates advisors on Equitable Investment Management model portfolios and the 1290 Funds family of mutual funds, identifies advisor-client needs, develops producers and relationships, and grows territory sales and market share. The position works with an internal wholesaler and sales desk, uses Salesforce to manage activity and opportunities, communicates with the National Sales Manager, and manages a budget and timely expense reporting. The base salary is $85,000, and the role is eligible for variable compensation.

Requirements

Bachelor's degree or equivalent professional work experience.
FINRA Series 6 and 63 registrations active upon hire.
FINRA Series 7 active upon hire or ability to obtain within 180 days of the start date.
Success in a previous direct sales or wholesaler role.
Knowledge of mutual funds and investment products.
Ability to travel up to 75%25.

Nice To Haves

Experience in the local area market.
CIMA or CFA.
Demonstrated communication and interpersonal skills.
Proven computer, mobile device, and organizational skills.
Located within the Western territory.
Knowledge of client relationship management, including addressing issues critical to client needs and maintaining engaged, partnering relationships.
Knowledge of effective presentation tools and techniques and ability to present information to groups.
Knowledge of the industry, its trends, directions, major issues, regulatory considerations, and trendsetters, and ability to apply that knowledge.
Knowledge of sales tools, tactics, and techniques and ability to persuade people to buy products or services.
Knowledge of sales principles, processes, techniques, and tools, and ability to develop future-oriented sales plans aligned with business strategy and market opportunities.

Responsibilities

Educate and train advisors on Equitable Investment Management model portfolios and the 1290 Funds family of mutual funds.
Assess and identify advisor-client needs to promote new products.
Develop new producers and retain existing producers to grow market share of 1290 Funds.
Develop new relationships and manage the territory.
Use the internal sales desk to assist with territory management.
Work with and train the Internal Wholesaler to collaborate with the Regional Vice President.
Use Salesforce (CRM) to log activity, maintain the pipeline, and analyze opportunities.
Identify, create, and implement investment sales opportunities to attain stated sales goals.
Communicate on an ongoing basis with the National Sales Manager.
Manage a budget and submit expense reports on time.
Maintain sales goals and identify, create, and implement investment fund and MPS model sales opportunities.
Manage and maximize investment business across multiple geographical areas using territory management practices, tools, and techniques.
Travel for business, listed as 75%25 of the time.