Get It Recruit - Executive
Location
Charlotte, NC | United States
Job description
We're looking for a seasoned sales leader passionate about driving growth and fostering lasting relationships within the financial sector. If you have a knack for identifying and nurturing new business opportunities, and a track record of achieving ambitious business goals, we invite you to join our team.
The Role
As Vice President of Sales, you will be instrumental in expanding our institutional client base, focusing on Registered Investment Advisors (RIAs) and 'Breakaway' Advisors across key regions including the Carolinas, Kentucky, Tennessee, and Mississippi. Your mission will be to explore and leverage regional opportunities to meet our strategic business objectives.
Our organization is a frontrunner in providing comprehensive trading, custody, and brokerage solutions to a diverse clientele including Registered Investment Advisors, Trust Institutions, and Third Party Administrators. By joining us, you'll be part of a dynamic team committed to offering unparalleled access to a wide range of products, services, and tools designed to empower our clients to succeed.
What You Bring to the Table
A Bachelor's degree.
At least 10 years of direct client engagement or financial services experience in Sales or Relationship Management roles.
Experience in the RIA, Custody, or Brokerage industries.
Preferred: Series 7 and 63 registrations.
A proven ability to manage complex sales cycles.
A record of success in client-facing roles, whether in-person, over the phone, or via email.
Demonstrated ability to deliver quantifiable results, including asset growth and new client acquisition.
Excellent communication skills and a proactive approach to client interactions.
Ability to collaborate with internal teams to introduce a broad range of products and services to prospective clients.
Knowledge of competitive landscapes and the ability to articulate our value proposition effectively.
Why Join Us?
We are committed to enhancing the financial well-being of our clients through innovative solutions and personalized service. Our culture is one of inclusion, where every team member is valued and has the opportunity to contribute to our collective success. We offer flexible benefits, learning opportunities, and a supportive environment that balances professional growth with personal well-being.
As a recognized top employer, we're proud of the vibrant, dynamic work culture we've built. Our hybrid work model supports a balance between on-site collaboration and remote flexibility, ensuring you can thrive both professionally and personally.
Commitment to Diversity and Inclusion
We are an equal opportunity employer, dedicated to building a diverse workforce and fostering an environment where everyone feels included and valued. We believe diversity drives innovation and contributes to our success. Should you require accommodations at any stage of the application or interview process, please reach out to our HR team.
Employment Type: Full-Time
Salary: $ 65,000.00 160,000.00 Per Year
Job tags
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