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 investment solutions across wealth management channels. The role involves building relationships with financial advisers and other investment contacts, managing designated accounts, identifying prospects, and developing opportunities through to close. The successful candidate will deliver presentations, coordinate final presentations with investment professionals, and maintain relationships with new and existing clients. They will also contribute to sales strategy, organize client events, maintain accurate contact and meeting records, share market insights internally, and report activity to senior leadership. Candidates should bring strong organizational and time-management skills, sound judgment, initiative, and the ability to work independently and collaboratively in a fast-paced environment. Excellent written and verbal communication, interpersonal skills, attention to detail, and the ability to prioritize multiple responsibilities are essential. The role also requires current knowledge of applicable regulatory requirements and completion of any qualifications, licenses, or tests required to perform the work.
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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