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Confidential
San Francisco, CA, United States
Regional Vice President About the Company Innovative healthcare analytics & technology company Industry Hospital & Health Care Type Privately Held Founded 2012 Employees 11-50 Specialties Population Health Management Value-based Care Healthcare Analytics Quality Measures HEDIS Measures Medicare Advantage MSSP and NCQA DAV About the Role The Regio
Job Source: ConfidentialPRA Business Events
San Francisco, CA, United States
Regional Vice President PRA is the market-leading business event management firm, delivering unique experiences that move hearts, minds and businesses forward. Blending Passion, Reach and Authenticity, PRA works collaboratively with clients to craft creative, multi-sensory attendee journeys to leave a lasting impression. The Regional Vice Preside
Job Source: PRA Business EventsRWA Wealth Partners LLC
San Rafael, CA, United States
Job Description Job Description Organization RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ways, especially by the integration and combination of advanced financial plan
Job Source: RWA Wealth Partners LLCConfidential
San Francisco, CA, United States
Regional Vice President of Sales About the Company Industry-leading property management service provider Industry Real Estate Type Privately Held About the Role The Company is seeking a Regional Vice President of Sales to join their dynamic team. This role is a key leadership position, responsible for managing a team of 10 Business Development Ma
Job Source: ConfidentialConfidential
San Francisco, CA, United States
Regional Vice President, Membership About the Company Reputable insurance management platform for RIAs Industry Capital Markets Type Privately Held Founded 2014 Employees 11-50 Categories Insurance Consulting & Professional Services Financial Services Investing Savings & Investing Financial Advisers Holding Companies Securities About the Role The
Job Source: ConfidentialConfidential
San Francisco, CA, United States
Regional Vice President of Sales About the Company Premier property management service company Industry Real Estate Type Privately Held About the Role The Company is seeking a Regional Vice President of Sales to join their dynamic team. This role is a key leadership position, responsible for managing a team of 10 Business Development Managers and
Job Source: ConfidentialConfidential
San Francisco, CA, United States
Regional Vice President of Sales About the Company Dynamic technology staffing firm Industry Human Resources Type Privately Held Founded 2005 Employees 51-200 Categories Human Resources Consulting Agency Consulting & Professional Services Business Services Human Resources & Staffing About the Role The Company is seeking a Regional VP of Sales for
Job Source: ConfidentialSalesforce
San Francisco, CA, United States
Salesforce.com Inc's Candidate Privacy Notice contains more details about the handling and use of the personal data of job applicants. For more information about our website privacy practices, please see our Privacy Statement. Regional Vice President - West page is loaded Regional Vice President - West Apply remote type Office - Flexib
Job Source: SalesforceSan Rafael, CA, United States
Organization
RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. Our purpose is to put clients on a better path to prosperity and we do this by seamlessly orchestrating solutions that take the hard work out of managing a client's wealth and becoming a partner integral to their well-being. Our vision is to be the last wealth management partner clients need.
Role Overview
The Regional Vice President is responsible for growing our Custodial referral platform. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our wealth planning teams. The Regional Vice President will work in a client-centric, team-based environment in partnership with Wealth Advisors and Specialists to service the needs of the firm's clients.
Responsibilities
* Partner with Financial Consultants and Branch Managers to build strong relationships.
* Foster positive channel partner relationships as the firm's ambassador.
* Grow and cultivate an assigned geographic region through frequent visits to branch offices, phone wholesaling, and ongoing communication to generate significant referrals.
* Proactively initiate business development calls and identify new sales opportunities.
* Meet directly with channel referral prospects via in-person and phone/video meetings to generate significant volume of new clients and billable assets under management.
* Provide insight and information to become a valuable resource and partner.
Education, Experience and Qualifications
* Bachelor's degree preferred or equivalent experience.
* At least 5 years of successful sales experience in the financial services industry.
* Series 65 or Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) .
* CFP (Certified Financial Planning) designation strongly preferred.
* Comprehensive industry and investment management knowledge.
* Experience using CRM systems (Salesforce preferred).
* Excellent communication, presentation, listening, and analytical skills.
* Proven time management and organizational skills.
* Experience determining the needs of partners and prospects through inquiry, offering solutions, and delivering against the right actions.
* Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
Compensation
Total annual compensation is inclusive of a $150,000.00 base salary, or more commensurate with experience, and quarterly variable bonus payments.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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Email Alert for Regional Vice President jobs in San Rafael, CA, United States
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