Regional Vice President, Enterprise Partnerships

Job Description

Job Description

Regional Vice President, Enterprise Partnerships (Investments)Location: Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role OverviewDPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead enterprise relationship development and drive growth across the largest RIAs in the industry. This individual will operate as a strategic investment partner to advisory firms, combining deep investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions.This is a high-impact, quota-carrying role focused on building C-suite relationships, influencing portfolio construction decisions, and driving large-scale enterprise partnerships. Key ResponsibilitiesEnterprise Sales & Relationship ManagementOwn and grow relationships with large RIA firms ($1B–$50B+ AUM) within an assigned territory Develop and execute a targeted business plan to drive membership adoption and product flows Establish credibility as a trusted investment resource to CIOs, Heads of Investment, and Financial Planning leadership Lead complex, multi-stakeholder sales cycles from initial engagement through close and onboarding Drive asset conversion opportunities (e.g., 1035 exchanges, new allocations) into fee-based annuity solutions Investment-Led ConsultingServe as a subject matter expert on portfolio construction, retirement income strategies, and annuity integration Position annuities within broader investment frameworks (e.g., alternatives, fixed income replacement, income sleeves) Partner with firms to solve for client outcomes: income, downside protection, tax efficiency, and diversification Deliver investment-focused presentations to investment committees and advisor teams Business Development & Market PresenceProactively source and engage new enterprise opportunities through networking, referrals, and industry presence Represent DPL at industry conferences, events, and executive meetings Identify and capitalize on trends across the RIA and wealth management landscape Strategic Influence & LeadershipProvide field insights to senior leadership on product gaps, competitive dynamics, and advisor needs Contribute to go-to-market strategy, including messaging, segmentation, and enterprise engagement models Mentor and support internal sales team members on advanced sales strategies and investment positioning QualificationsExperience7–12+ years of experience in financial services, asset management, or annuity distribution Proven success in enterprise or institutional sales, particularly within the RIA channel Demonstrated ability to build and close large, complex deals with senior stakeholders Strong background in investments, portfolio construction, or retirement income strategies Technical & Professional ExpertiseDeep understanding of: Annuities (RILAs, fixed indexed, advisory solutions) Investment portfolios and asset allocation frameworks Retirement income planning and tax-aware strategies Ability to translate complex investment concepts into clear, compelling client solutions Licensing & EducationBachelor's degree required (Finance, Economics, or related field preferred) FINRA Series 6/7 and 63 (or ability to obtain) Life & Health Insurance licenses required CFA, CFP, or CAIA designation is a strong plus Key AttributesExecutive presence with the ability to engage C-suite and investment committees Highly self-motivated with a "must win" mentality and ownership mindset Strong communicator with the ability to influence both technical and non-technical audiences Strategic thinker who can operate at both enterprise and tactical levels TravelTravel required up to 30–40%, focused on client meetings, conferences, and key events What Success Looks LikeConsistent achievement of sales and asset growth targets Expansion of DPL's footprint within top-tier RIA firms Recognition as a go-to investment partner for advisors and home offices Measurable impact on enterprise adoption and long-term revenue growth

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