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

EQH•Seattle, WA

3d•$85,000•Remote

About The Position

Equitable is seeking an experienced Regional Vice President (External Wholesaler) for Equitable Investment Management. The role develops and manages consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors across the Western territory: California, Oregon, Washington, Nevada, Idaho, Montana, Hawaii, and Alaska. The position has a remote work arrangement, with travel for business needs and periodic office visits as requested. The Regional Vice President educates and trains advisors on Equitable Investment Management model portfolios and the 1290 Funds family of mutual funds, identifies advisor-client needs and sales opportunities, and grows market share by developing new producers while retaining existing producers. The role manages the territory and budget, collaborates with internal sales resources, tracks activity and opportunities in Salesforce, works toward sales goals, and communicates regularly with the National Sales Manager. Travel is required 75% of the time. The base salary is $85,000, and the role is eligible for variable compensation. Equitable offers eligible employees medical, dental, and vision coverage, a 401(k) plan, and paid time off.

Requirements

Bachelor's degree or equivalent professional work experience.
Active FINRA Series 6 and 63 registrations upon hire.
Active FINRA Series 7 upon hire or ability to obtain it within 180 days of the start date.
Success in a previous direct sales or wholesaler role.
Knowledge of mutual funds and investment products.
Located within the Western territory and able to travel up to 75%.
Ability to identify, create, and implement investment sales opportunities to attain sales goals.
Knowledge of territory management practices, tools, and techniques.
Client relationship management skills, including addressing issues to meet client needs and maintain engaged partnerships.
Ability to present information effectively to groups.
Industry knowledge, including trends, major issues, and regulatory considerations.
Knowledge of sales tools, tactics, and techniques and ability to persuade clients to buy products or services.
Ability to develop future-oriented sales plans that support business strategy and reflect market opportunities.

Nice To Haves

Experience in the local area market.
CIMA or CFA.
Demonstrated communication and interpersonal skills.
Proven computer, mobile device, and organizational skills.

Responsibilities

Educate and train advisors on Equitable Investment Management model portfolios and the 1290 Funds family of mutual funds.
Assess advisor-client needs to identify opportunities 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 collaboratively with and train the Internal Wholesaler.
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.
Apply territory management practices, tools, and techniques to manage and maximize investment business across multiple geographical areas.
Travel 75% of the time.