Vice President, Wealth Sales Greater Seattle, WA Area
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About the Role
Greater Seattle, WA Area (Hybrid)(Seattle, Washington)
The Company is seeking a Vice President of Wealth Sales to promote and service its investment offerings across wealth management channels. The role involves building relationships with financial advisers and other investment contacts, managing designated accounts, identifying prospects, and presenting tailored investment solutions. The successful candidate will help implement regional coverage and sales strategies, achieve sales targets, and manage relationships with new and existing clients. Responsibilities also include coordinating presentations and industry events, maintaining accurate contact and meeting records, sharing market insights internally, and reporting sales activity to senior management. Candidates should bring strong organizational and time-management skills, sound judgment, and the ability to work independently while collaborating effectively with colleagues. Excellent written and verbal communication, interpersonal skills, attention to detail, and the ability to prioritize multiple tasks are essential. The role also requires initiative, problem-solving ability, and current knowledge of applicable regulatory requirements, including completion of any required qualifications, licenses, or tests.
Functions:
- Sales/Revenue
- Business Development
Compensation
USD $150,000-$200,000 (salary) per year
About the Company
Globally recognized investment firm specializing in alternative investments
Industry
Investment Management
Type
Public Company (EMG)
Age
employees
1001-5000
Having a resume & LinkedIn profile that stands out is important when applying to opportunities.
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