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Regional Vice President

Carpinteria, CA, United States

Regional Vice President – Partner Development Please take a look at current job openings

You may send a cover letter and resume to

[email protected]

or fax to

(800) 938-0220

attention:

Human Resources

Department Classification Exempt

Location Eastern or Midwest Region Areas

Position Type Full Time

Description As our Regional Vice President (RVP) Partner Development , your primary responsibilities will be to recruit Financial Advisors and to recruit Advisors to join or become a PlanMember Financial Center.

Starting salary is typically between $100,000 and $120,000 annually, with the opportunity to receive variable compensation based on new business generation. Salary is ultimately determined by the scope of the position the candidate’s relevant experience, and internal equity.

Position Information : The ideal candidate may be located in our eastern or midwestern regions of the U.S. This role will require up to 40% of travel.

Responsibilities We are interested in talking to you if you have the following major duties and responsibilities:

Handles all aspects of Recruiting for prospective Financial Centers in their region

Work with Director of Partner Development to implement & execute new Financial Center game plans

Seminars/Webinars/Luncheons organization & schedule for prospective Financial Centers

Coordinate & Communicate with BDO’s and Recruiting Team Re: Recruiting Activities in their region

Act as 1st in contact and manage Zip Recruiter, Linked IN, Indeed for prospecting & hiring of Advisors for potential Financial Centers

Return recruit calls as appropriate/set phone & in-person meetings & appointments

Be familiar with Term Sheet and Long Form Agreements and the economics that go with them

Be familiar with all aspects of Co-branding between PlanMember and potential Financial Center

Red Files – Know & understand the process & procedures

Coordinate with Recruiting Team Re: Direct Mail and Email Campaigns

Attend relevant weekly internal meetings

Prepare weekly game plans to present to the team on Mondays and present results on Fridays

Research and develop qualified names to add to recruit database

Project Manage recruiting projects, as needed

Read, review and comment on all relevant company literature

Co-Develop and Implement regional master recruiting plan for new Financial Centers in the Northeastern territory

Develop close relationship with recruits to ensure success is mutually beneficial

Develop a strategy to close each potential FC advisor

Business Continuity: Essential Job Function: This is NOT an Essential Job Function “Essential Staff” position.

Qualifications You are encouraged to contact us if you have the following qualifications:

Securities Industry knowledge and experience

Be proficient with Word, PowerPoint, Excel, and Outlook

Have a working knowledge of database management

Recruiting and/or sales experience a plus

Have excellent communication skills

Ability to work independently without close supervision

Ability to work well in a team environment

Active Communication: Proven verbal/written communication/presentation skills

Influential and persuasive

Negotiating skills

Interpersonal Dynamics: Ability to work well in a one on one and a team environment

Relationship building

Professional

Positive attitude

Diplomatic

Leadership Skills

Information Seeking

Managing Processes Time management/ well organized

Self-Management

Ability to work independently without close supervision

Ability to prioritize and execute on multiple tasks

Composure and resiliency

Sales oriented mentality (Achievement, motivation, and perseverance

Sound Business Judgment

Education Qualification Standards

Prior industry and sales experience is necessary, recruiting experience for a broker/dealer is preferred.

Be totally familiar with the PlanMember proposition and be able to communicate with prospective Advisors about it

Be proficient with Word, PowerPoint, Excel

Have a working knowledge of database management (Salesforce)

Bachelor’s Degree Preferred

Licenses and/or Certifications Required:

FINRA LICENSE – SIE

FINRA LICENSE – 6 OR 7 is preferred OR be willing to obtain SIE, Series 6 OR 7 (preferred), within six months of hire.

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