California Licensed Market LeaderVirtualVocations • Toledo, Ohio, United States
California Licensed Market Leader
VirtualVocations • Toledo, Ohio, United States
3 days ago
Job type
- Full-time
Job description
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
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Market Leader • Toledo, Ohio, United States
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