[Hiring] Regional Vice President Mutual Funds @Equitable

Role Description

Equitable is looking for an experienced Regional Vice President (External Wholesaler) Mutual Funds for Equitable Investment Management. This role will develop and manage consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors in the Western territory: CA, OR, WA, NV, ID, MT, HI & AK. This position offers a remote work arrangement plus up to 75% travel for business needs. Periodic office visits may be requested based on business needs.

• Educate and train advisors on Equitable Investment Management model portfolios and 1290 Funds family of mutual funds.
• Assess and identify the needs of advisor clients in order to promote new products.
• Develop new producers while retaining existing producers to grow market share.
• Develop new relationships and manage territory.
• Utilize internal sales desk to assist in managing territory.
• Work with and train Internal Wholesaler to collaborate with RVP.
• Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
• Identify, create, and implement investment sales opportunities to attain stated sales goals.
• Communicate with National Sales Manager on an ongoing basis.
• Manage a budget and ensure timely expense reporting.
• Maintain sales goals and identify, create, and implement investment fund and MPS model sales opportunities.
• Knowledge of territory management practices, tools, and techniques.
• Educate and train advisors on 1290 Funds investment products.
• Travel required 75% of the time.

Qualifications

• Bachelor's degree or equivalent professional work experience.
• FINRA Series 6 and 63 registrations active upon hire.
• FINRA Series 7 active upon hire or ability to obtain within 180 days of start date.
• Success in a previous direct sales or wholesaler role.
• Knowledge of Mutual Funds and Investment products.

Requirements

• Experience in local area market.
• CIMA or CFA.
• Demonstrated communication/interpersonal skills.
• Proven computer, mobile device, and organizational skills.
• Located within the Western territory and ability to travel up to 75%.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan.
• Paid time off.
• Variable compensation eligibility.