Regional Vice President, National & Retail
Confidential
Regional Vice President, National & Retail
About the Company
Reputable insurance management platform for RIAs
Industry
Capital Markets
Type
Privately Held
Founded
2014
Employees
51-200
Categories
- Insurance
- Consulting & Professional Services
- Financial Services
- Investing
- Savings & Investing
- Financial Advisers
- Holding Companies
- Securities
Specialties
- insurance
- consulting
- registered investment advisors
- financial services
- distribution
- life insurance
- and annuities
About the Role
The Company is seeking a Regional Vice President to lead relationship development and growth across national and retail channels in an assigned region. The role focuses on building and expanding advisory-firm relationships, executing targeted business plans, and managing complex sales cycles from initial engagement through onboarding. The successful candidate will serve as a trusted investment resource, advising on portfolio construction, retirement income strategies, and integrating annuities into broader investment frameworks. Responsibilities also include sourcing new opportunities, representing the organization at industry events, sharing market insights with senior leadership, and supporting colleagues with advanced sales strategies. Candidates should have 3–10+ years of experience in financial services, asset management, or annuity distribution, with demonstrated sales success in the registered investment adviser channel and experience closing complex deals with senior stakeholders. Strong knowledge of investments, portfolio construction, annuities, retirement income planning, and tax-aware strategies is required, along with the ability to explain complex concepts clearly. A bachelor’s degree is required; a finance, economics, or related field is preferred. Relevant securities and insurance licenses are required or must be obtainable, while a CFA, CFP, or CAIA designation is an advantage. Success also calls for executive presence, strong communication and influencing skills, self-motivation, and strategic and tactical judgment.
Hiring Manager Title
SVP, Advisor & Firm Growth
Functions
- Sales/Revenue
- Business Development
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Regional Vice President, National & Retail in San Antonio, TX vacancy
- ...ForceBrands**** About the Opportunity ForceBrands is partnering with a growing food brand to identify a Regional Vice President of Sales to expand its retail business across natural and conventional grocery channels. This role combines strategic account...Suggested
Force Brands
San Antonio, TX2 days ago - ...Vice President, National Financial Business Development About the Company Premier provider of cash management solutions Industry Financial... ...with key stakeholders at financial institutions and retail organizations. The successful candidate will be responsible...SuggestedContract workWork at office
- ...Regional Vice President, Operations and Growth About the Company Nationally recognized provider of top-notch technical services Industry Consumer Services Type Privately Held About the Role The Company is seeking a Regional Vice President of Operations...Suggested
- ...Vice President, Payer Sales, National Accounts About the Company Innovative healthcare technology (HealthTech) company Industry Hospital... ...primary objective of the role is to open doors within each region and line of business, and the VP will be responsible for...SuggestedContract work
- ...Senior Vice President of National Field Sales About the Company Established financial services business serving small and medium-sized companies... ...distributed team of outside sales professionals and regional leaders. Responsibilities include creating onboarding,...Suggested
- ...Regional Vice President of Sales About the Company Vibrant AI platform specializing in behavior change & person-centered communication... ...President of Sales to build market traction with regional and national health plans and health systems. The role focuses on...
- ...Regional Vice President, PBM Enterprise Sales About the Company Fast-growing HealthTech company providing healthcare experience solutions Industry Hospital & Health Care Type Non Profit Founded 2017 Employees 501-1000 Categories ~ Health...
- ...Regional Vice President, Recruitment and Business Development About the Company Prominent insurance company Industry Insurance Type Privately Held About the Role The Company is in search of a Regional Vice President (RVP) / Recruiter to play a pivotal...
- ...Regional Vice President of Enterprise Sales About the Company Leading provider of a UX digital analytics solutions for web & mobile applications Industry Internet Type Privately Held, VC-backed Founded 2012 Employees 1001-5000 Funding $20...
- ...Regional Vice President, Sales, BFSI About the Company Leading developer of robotic process automation software Industry Computer Software Type Privately Held, VC-backed Founded 2003 Employees 1001-5000 Funding $200+ million Categories...
- ...Vice President, National Accounts About the Company Helps health plans and providers improve risk adjustment, quality, and clinical outcomes Industry Information Technology and Services Type Privately Held About the Role The Company is seeking...Contract work
- ...Regional Vice President of Sales About the Company World-leading SQL database management system Industry Computer Software Type Privately Held, VC-backed Founded 2013 Employees 201-500 Funding $200+ million Categories Columnar Data...
- ...Regional Vice President of Sales About the Company Healthcare technology company developing tools to help providers identify and manage high-risk individuals Industry Computer Software Type Privately Held About the Role The Company is seeking a...Remote work
- ...Vice President of Business Development, National Payers About the Company Rapid-growing digital health company Industry Health, Wellness and Fitness Type Privately Held Founded 2015 Employees 201-500 Specialties health preventative medicine...
- ...Vice President of Measurement Sales About the Company Leading digital advertising platform... ...Location Based Services Mobile Retail Shopping Technology Information... ...and agency relationships in the assigned region. The role demands a leader with exceptional...
- ...Regional Vice President of Sales, Providers About the Company Popular no-code data tracking, marketing & analytics platform Industry Internet Type Privately Held, VC-backed Founded 2019 Employees 51-200 Funding $ Categories Data Mining...
- ...Regional Vice President of Sales About the Company Leading insurance company wholly owned by those it insures Industry Insurance Type Privately Held, Private Equity-backed Founded 2011 Employees 201-500 Categories Insurance Healthcare...
- ...Regional Vice President of Sales About the Company Early-stage healthcare technology company developing tools for high-risk patient management Industry Information Technology and Services Type Privately Held About the Role The Company is seeking...Contract workRemote work
- ...Senior Vice President of Global Sales About the Company Top provider of online identity... ...Commerce Developer APIs Security Retail Software Technology E-Commerce... ...line revenue growth across the US and EMEA regions, with a focus on meeting or exceeding...
$100k
...Vice President of Sales, Regional About the Company Innovative provider of smart parking solutions Industry Information Technology and Services Type Privately Held, VC-backed Founded 2020 Employees 11-50 Funding $11-$25 million About the...- ...Vice President, Regional Sales About the Company Innovative healthcare technology (HealthTech) company specializing in vaccination management & distribution Industry Information Technology and Services Type Privately Held, VC-backed Founded 2007...
- ...Regional Vice President of Sales About the Company The first and only third-party risk management platform specifically designed for healthcare providers Industry Computer Software Type Privately Held About the Role The Company is seeking a Regional...
- ...Regional Vice President, Operations & Strategic Growth About the Company Established engineering consulting firm serving the architecture, engineering, and construction industry Industry Civil Engineering Type Privately Held About the Role The Company...
- ...Regional Vice President, Retirement, Bank/Wire Channel About the Company Top-tier provider of retirement plans, employee benefits, annuities & life insurance services Industry Insurance Type Privately Held, Private Equity-backed Founded 2004 Employees...
- ...Vice President of Sales, Regional Accounts About the Company Innovative healthcare technology (HealthTech) company Industry Hospital & Health Care Type Privately Held, VC-backed Founded 2011 Employees 201-500 Funding $1-$5 million Specialties...Contract work
- ...Regional Vice President, Strategic Solution Engineering About the Company Innovative global software development platform Industry Computer Software Type Public Company Founded 2008 Employees 1001-5000 Categories Web Development Developer...
- ...specialty services, we are seeking a visionary Vice President of Cardiovascular Services to lead one... ...cardiovascular care delivery across a nationally recognized, mission-driven academic... ...to position University Health as the regional leader in cardiovascular care.Key Leadership...
University Health Careers
San Antonio, TX3 days ago - ...Regional Vice President & General Manager About the Company Acclaimed supplier of aggregates & heavy materials Industry Mining & Metals Type Public Company Founded 2012 Employees 5001-10,000 Categories Mining & Metals Aggregate Aggregates...
- ...Vice President of Retail Business Development About the Company Rapidly scaling AI-powered commerce platform building enterprise retail partnerships and data-driven solutions. Industry Computer Software Type Privately Held, VC-backed About the Role...
- ...Vice President, Real Estate About the Company Well-known restaurant chain Industry Food & Beverages Type Privately Held... ...portfolio growth, particularly within the high-growth hospitality or retail sector. Experience in the U.S. market is essential, and a...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Regional Vice President, National & Retail. Be the first to apply!
Related searches
- senior associate vice president San Antonio, TX
- vp transformation San Antonio, TX
- vice president nursing San Antonio, TX
- vp creative services San Antonio, TX
- vice president global procurement San Antonio, TX
- vice president program management San Antonio, TX
- vice president education San Antonio, TX
- vice president communications San Antonio, TX
- vp product management San Antonio, TX
- vice president tax San Antonio, TX