VP, Market Leader
Jobgether
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a VP, Market Leader based in United States.
This senior sales leadership role is focused on expanding market presence, strengthening client partnerships, and driving business growth within an assigned territory.
You will leverage deep financial services expertise to help advisors and institutions identify investment solutions aligned with their goals.
The position combines relationship management, strategic territory planning, market development, and consultative selling.
You will act as a trusted industry resource, helping clients navigate evolving market conditions and investment needs.
Working closely with internal teams and external partners, you will influence growth strategies and enhance client outcomes.
This is an opportunity for an experienced financial professional to make a measurable impact within a global investment environment.
Accountabilities:
The VP, Market Leader will drive territory growth by building strong client relationships, increasing assets under management, and delivering strategic investment guidance to financial professionals.
- Develop and execute territory strategies to increase assets under management, attract new business, and retain existing client relationships.
- Build trusted partnerships with broker/dealer communities, advisors, and key industry stakeholders within the assigned market.
- Provide consultative investment guidance by understanding client objectives and aligning solutions with their business and portfolio needs.
- Position investment capabilities, products, and strategies to support client growth and strengthen market share.
- Serve as an industry expert by sharing market insights, investment perspectives, and innovative sales approaches.
- Identify new business opportunities through targeted prospecting, relationship development, and competitive market analysis.
- Create and adapt territory business plans based on market trends, client needs, and evolving industry conditions.
- Leverage internal resources, portfolio managers, and subject matter experts to deliver customized solutions for sophisticated clients.
- Represent the organization at industry events, client meetings, and professional activities to increase brand awareness.
- Collaborate with internal sales teams and partners to achieve revenue objectives and maintain strong teamwork.
- Manage territory resources, including travel and expense planning, to maximize business impact.
Requirements:
The ideal candidate is an experienced financial services sales leader with strong investment knowledge, relationship-building skills, and the ability to manage complex client needs.
- 8-12 years of related sales experience, preferably within asset management, wealth management, or financial services.
- Active Series 7 and Series 63 licenses required.
- Strong understanding of investment strategies, market dynamics, and macroeconomic factors influencing client decisions.
- Demonstrated experience working with financial advisors, broker/dealer channels, private wealth professionals, or institutional clients.
- Knowledge of investment vehicles and strategies including separately managed accounts (SMAs), ETFs, alternatives, and customized portfolio solutions.
- Ability to identify opportunities, develop strategic sales plans, and consistently achieve business growth objectives.
- Strong consultative selling, presentation, negotiation, and communication skills.
- Experience collaborating with internal teams and leveraging organizational resources to deliver client solutions.
- Ability to manage complex relationships, prioritize opportunities, and operate effectively in a competitive market environment.
- Familiarity with platforms such as RPM, UMA, or similar investment management systems is preferred.
- CIMA and/or CFA certification is a plus.
Benefits:
- Competitive base compensation of approximately $125,000 USD, plus discretionary bonus opportunities.
- Comprehensive total rewards package including monetary and non-monetary benefits.
- Health coverage options including medical, dental, and vision insurance.
- 401(k) retirement plan with company matching contributions.
- Employee stock investment opportunities through a discounted purchase program.
- Paid time off, including three weeks during the first year.
- Professional development support through education assistance programs.
- Opportunities to purchase company investment products with no sales charge.
- Flexible work environment with remote work options.
- Career growth opportunities within a global financial services organization.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.