Vice President, Regional Sales Consultant – Private Wealth

  • Anywhere

Fanning Personnel

Vice President, Regional Sales Consultant (South Region)

We are seeking a dynamic and experienced Vice President, Regional Sales Consultant to drive new asset growth and expand our presence across the South region – Florida-Texas.

This individual will play a critical role in developing and executing a strategic territory plan, focused on building and deepening relationships with RIAs, Family Offices, and Investment Consultants.

The ideal candidate brings a strong track record of business development, deep regional relationships, and a high level of fluency in fixed income strategies.

Key Responsibilities:

Develop and execute a comprehensive territory strategy to drive asset growth across the South region (Florida through Texas) – with flexibility to cover only Texas or FloridaBuild, maintain, and expand relationships with RIAs, Family Offices, and Investment ConsultantsEffectively articulate the firm’s active, research-driven fixed income philosophy and risk management approachIdentify and cultivate new business opportunities while strengthening existing client relationshipsPartner with internal teams to deliver tailored investment solutions to clientsQualifications:

7+ years of business development experience within asset management or financial servicesProven ability to build and maintain strong client relationships and networks within the regionEstablished private wealth network with demonstrated success in cultivating new relationshipsStrong knowledge of separately managed accounts (SMAs), ETFs, and other investment structuresDeep understanding of fixed income markets and strategiesFINRA Series 7 and 63 licenses requiredWhat We Offer:

Competitive compensation packageComprehensive benefits suiteOpportunity to join a collaborative, high-performing team within a growing organization

Apply to this job