Western Regional Market Leader, Private Wealth
West Coast, CA, OR, WA, NV, ID, MT, UT, AZ, United States
10B+ Independent Wealth Management Firm
Dynamic 10B+ Independent Wealth Management Firm seeks a Western Regional Market Leader to manage the custodial referral channel throughout the entire Region while leading the sourcing and closing of business development through the custodial referral network.
No cap on upside. Long term payouts in perpetuity.
Equity opportunity of an RIA heading towards 500% growth in the next 5 years.
- Fast growing firm, growing consistently at a rate of 30% year over year.
- Build relationships with Financial Consultants at the Custodial Branches by closing referred leads and positioning the Firm as the comprehensive planning and/or customized investment solution for appropriate clientele
- Ability to lead with either a customized financial planning approach or with deep investment expertise inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach
- Collegial culture with extensive operational, investment, financial planning and relationship management support Requirements
- Track record of sales success in a custodial referral network channel