California Licensed Market Leader

A company is looking for a VP, Market Leader.

Key Responsibilities

Increase assets under management by attracting and retaining clients

Anticipate client investment needs and provide tailored advice and solutions

Lead sales efforts and collaborate with internal partners to achieve targets

Required Qualifications

8 to 12 years of related sales experience

Series 7 and 63 licenses required; CIMA and / or CFA preferred

Extensive knowledge of investment strategies and macroeconomic principles

Experience with investment vehicles such as SMAs, ETFs, and Alternatives

Familiarity with platforms like RPM and UMA