Regional Vice President of Sales (NY & NJ)

Fisher Investments • ,

11d • Hybrid

About The Position

Fisher Investments is seeking a Regional Vice President of Sales to cover a territory within driving distance and manage other parts of their business remotely. This role is 100% focused on sales with qualified lead flow provided, eliminating the need for cold calling. The company is a privately held, multi-billion-dollar, global investment firm committed to putting clients first and bettering the investment universe. The Regional Vice President of Sales will present Fisher Investments wealth management solutions to high-net-worth prospects, reporting to the Director of Sales and receiving support from various departments including sales support, client services, marketing, and research. The region includes New York and New Jersey. The role involves converting prospects to clients, engaging with high-net-worth individuals to assess their financial situations and provide solutions, educating prospective clients on offerings, and participating in ongoing training in advanced sales techniques, finance, capital markets, and portfolio management. This is a home office position with the expectation of meeting prospects face-to-face or virtually within the local territory.

Requirements

• 5+ years experience working in financial services
• Multi-year track record of success driving results
• Experience in high-volume phone activity and in-person meetings

Nice To Haves

• FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred

Responsibilities

• Convert prospects to clients by showcasing the Fisher difference
• Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
• Educate prospective clients on the variety of Fisher Investment’s offerings
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management

Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed