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VP Sales Private Client Group - Boston, MA

$100k

CNI Consulting

Remote (United States)Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The Opportunity:Present The Firm’s wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. The Day-to-Day:Convert prospects to clients by showcasing the Firm’s differenceEngage with high-net-worth prospects to evaluate their personal financial situation and provide solutionsEducate prospective clients on the variety of the Firm’s offeringsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementHome office position with the expectation to meet prospects face-to-face or virtually in your local territoryYour Qualifications:5+ years’ experience working in financial servicesFINRA Series 65 or a combination of FINRA Series 7 and 66 preferredMulti-year track record of success driving resultsExperience in high-volume phone activity and in-person meetingsCompensation:Commission/variable pay based position - $100,000 – a gradual step down; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closedThis role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 yearsWhy The Firm:We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Firm purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximumFamily Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careType: Direct HireCategory: VP, Outside SalesDate Posted: 2026-05-12

Vacancy posted 2 days ago
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