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Reposted 16 Days AgoSaved
Remote
USA
225K-250K Annually
Senior level
225K-250K Annually
Senior level
Financial Services
The RVP will expand wallet share from existing clients, support financial advisors, and drive AUM growth through client engagement.
Top Skills: Salesforce
22 Days AgoSaved
Remote
USA
225K-500K Annually
Senior level
225K-500K Annually
Senior level
Financial Services
The Regional Vice President will drive revenue by acquiring new clients with significant investable assets, support financial advisory teams, and create complex financial plans.
Top Skills: Crm SystemsSalesforce
Reposted 22 Days AgoSaved
Remote
California, USA
225K-250K Annually
Senior level
225K-250K Annually
Senior level
Financial Services
The Regional Vice President will manage custodial client relationships, educate on financial solutions, and close new business opportunities. This role involves extensive travel and coordination with WEG advisors.
Top Skills: Financial PlanningInvestment ManagementPresentation Software
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