Regional Vice President

Overview The company • Wilmington, DE

11h • Remote

About The Position

The company is seeking a seasoned, relationship-driven Regional Vice President (RVP) to expand sales efforts across the West Coast. This role is ideal for a player-coach with deep ETF expertise, strong advisor relationships, and a proven ability to both produce and elevate a growing sales team. The RVP will be responsible for expanding company footprint with RIAs, Family Offices, and independent broker-dealers while helping scale a high-performing distribution platform during a critical growth phase.

Requirements

• Client Series 7 and Series 63 required
• 7–10+ years of experience in ETF, asset management, or investment distribution
• Demonstrated success in an external wholesaler or regional management role
• Deep understanding of ETF structure, trading dynamics, liquidity, and portfolio applications
• Substantial existing advisor relationships across the West Coast
• Strong consultative selling skills with the ability to engage sophisticated advisors
• Self-starter mindset with high accountability and entrepreneurial energy

Nice To Haves

• Series 65/66 a plus
• Prior experience in a player-coach or team leadership capacity strongly preferred

Responsibilities

• Own and grow assets under management across the West Coast territory
• Develop, maintain, and deepen relationships with RIAs, broker dealers, family offices, and institutional advisors
• Serve as a player-coach, balancing direct production with mentoring and supporting junior sales talent
• Lead territory strategy, including prioritization of key firms, platforms, and gatekeepers
• Represent company ETFs in roadshows, due diligence meetings, conferences, and advisor events
• Partner closely with internal sales, capital markets, and marketing teams to drive effective execution
• Deliver clear, compliant product positioning and portfolio construction insights to advisors
• Provide ongoing market intelligence, competitive insights, and feedback to senior leadership
• Ensure adherence to all regulatory, compliance, and firm policies

What This Job Offers

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