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 Denver, CO vacancy
$210k - $225k
...41532Req ID: 6558Location: National Support Center - Corporate Office... ...Shed sales team including Regional Sales Directors, District... ..., and customer success. The Vice President, National The Home Depot Sales... ...success leading large-scale retail, wholesale, dealer, or...SuggestedFull timeWork at officeLocal areaFlexible hoursTUFF SHED
Denver, CO1 day ago- ...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
Denver, CO2 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
$350k
...$350,000 per year A bit about us: This company is a nationally recognized provider of large-scale electrical construction... ...technical training opportunities Job Details The Regional Vice President will guide the company's project management vision across...SuggestedContract workLocal area- ...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, Electrical Transmission & Distribution About the Company Nationally recognized provider of large-scale electrical construction and maintenance services Industry Construction Type Privately Held About the Role The Company...Contract work
- ...Senior Vice President of Leasing About the Company Dynamic real... ...property management and retail About the Role The Company... ...responsible for managing a national team of leasing professionals... ...with major national and regional retail tenants, a deep understanding...
- ...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...Contract work
- ...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, 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...
- ...A Day in the Life of a Sales Vice President A Day in the Life of a Vice President of Sales at First Onsite is dynamic, strategic,... ...community partners, and prospective clients Collaborate with National/Regional Sales, Operations, and RFP teams to ensure seamless...Local area
$225k - $325k
...Capital is a rapidly growing, national, vertically integrated real... ...specializing in open-air retail real estate. We own and operate... ...We are seeking a Senior Vice President of Leasing, to lead and execute... ...with major national and regional retail tenants, with a deep...Contract workTemporary workWork at officeLocal areaShift workBridge33 Capital
Denver, CO18 days ago$140k
...Regional Vice President Wellness Full-time - Salary Pay Range: $140,000.00 Exempt Schedule is flexible with travel ~ Successful candidate will need to reside in Colorado or New Mexico Make a difference by providing great care and love for our treasured...Full timeWork at officeFlexible hoursShift workMorningStar Senior Management LLC
Englewood, CO3 days ago$300k - $400k
...Bridge33 Capital is a rapidly growing, national, vertically integrated real estate... ...private equity firm specializing in open-air retail real estate. We own and operate more... ...lifecycle. Bridge33 is seeking a Senior Vice President, Investments, who will report to the...Temporary workWork at officeLocal areaRelocation packageBridge33 Capital
Denver, CO3 days ago- ...Regional Vice President OperationsLakeshore Talent is seeking an experienced Regional Vice President Operations to lead operational and financial... ....Multi-unit leadership experience in automotive services, retail, restaurants, hospitality, or another high-volume, customer...Hourly payNight shift
Lakeshore Talent
Greenwood Village, CO2 days ago - ...WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP) . In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching...Work at office
WealthBridge Financial Group
Aurora, CO1 day ago - ...Regional ManagerYou report to the Senior Vice President of Operations and lead a region of communities. Your direct reports are the Community Managers across your region. Some of your communities also have a dedicated on-site sales team; those teams report through our...Home office
Havenpark Communities
Denver, CO4 days ago $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...- ...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...
- ...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, 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...
- ...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 of Sales About the Company Early-stage healthcare technology company helping providers identify and manage high-risk individuals. Industry Computer Software Type Privately Held, VC-backed About the Role The Company is seeking...Remote work
- ...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
- ...Vice President, National Installation About the Company Leading provider of advanced security systems & solutions Industry Security and Investigations Type Privately Held Founded 1972 Employees 501-1000 Categories Information Technology...For subcontractorRemote work
- ...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...
- ...Regional Vice President of Enterprise Sales About the Company Innovative healthcare technology (HealthTech) company specializing in clinical data solutions Industry Internet Type Privately Held Founded 2006 Employees 501-1000 Categories...
- ...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, 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...
- ...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...
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 Denver, CO
- vp transformation Denver, CO
- vice president nursing Denver, CO
- vp creative services Denver, CO
- vice president global procurement Denver, CO
- vice president program management Denver, CO
- vice president education Denver, CO
- vice president communications Denver, CO
- vp product management Denver, CO
- vice president tax Denver, CO