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 5 days ago
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