Vice President, Private Wealth (South - Florida to Texas)

Job Description

Job Description

Income Research + Management

Income Research + Management is a Boston-based, privately owned, investment grade fixed income asset management firm. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 900+ institutional and private wealth clients.

Founded in 1987 and located in the heart of Boston’s financial district, IR+M employs 200+ full time professionals and currently manages over $135+ Billion in assets. IR+M has a fast-paced, open office environment that is driven by a motivated and collaborative workforce. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.

Open Position: Vice President, Private Wealth - South (Florida to Texas)

Job Description:

The VP, Private Wealth is a senior business development professional responsible for driving new asset growth and expanding IR+M’s presence across the Southern U.S. private wealth market. This individual will develop and execute a strategic territory plan focused on RIAs, family offices, and investment consultants, while clearly and confidently articulating IR+M’s active, research-driven fixed income philosophy, portfolio construction framework, and risk management approach.

The role requires a demonstrated track record of business development within the region, deep relationships across the private wealth channel, and meaningful fluency in fixed income markets. The successful candidate should be capable of engaging CIOs, investment committees, and consultants in substantive discussions regarding fixed income markets, IR+M’s products and performance drivers. The VP will collaborate closely with the Private Wealth Team and internal client service partners to deliver a coordinated and high-impact sales effort.

This role will report to the Head of Private Wealth and will be based in, and cover, the geographic region spanning from Florida to Texas.

Responsibilities:

• Grow the private wealth business by building partnerships with key RIAs, family offices, and consultants to increase IR+M brand awareness and meet Private Wealth team sales goals
• Develop prospecting list for assigned region and market channel with guidance and oversight from the Head of Private Wealth
• Conduct prospecting activity aligned with metrics-based sales goals including thought leadership, conference attendance, and meetings
• Lead in-person and virtual sales meetings and make customized sales presentations featuring in depth knowledge of IR+M’ products and services
• Forge strong partnerships with the Head of Private Wealth, other members of the Private Wealth Team, and strategic sub-advisory partners, as well as Client Service and Investment Team professionals who participate in the sales process
• Successfully partner with Client Service Team colleagues on consultant relations and client cross-selling opportunities
• Share market intelligence with the Client Service and Private Wealth Teams, as well as educate these Teams on the designated region and client segment

Required Skills and Experience:

• 8+ years in a business development role with a demonstrated ability to build relationships and generate sales
• Robust existing private wealth network and demonstrated history of successfully cultivating new client relationships
• Meaningful experience representing actively managed fixed income strategies, with strong fluency across fixed income products, including municipal securities
• Experience with sales of separately managed accounts, ETFs, and other fund structures
• Ability to analyze and use market data and investor feedback to formulate sales ideas
• Outstanding interpersonal skills and professional presence
• Strong communication skills - verbal, written, and listening
• Ability to convey credibility, confidence, and trust
• Team player with demonstrated ability to collaborate with others
• Well organized, flexible, and adaptable
• Active FINRA Licenses: Series 7 and Series 63

What we offer you:

Joining the IR+M team is an opportunity to experience a unique and exciting culture and work environment. On a daily basis our employees are encouraged to personify our Core Values; working in a manner that emphasizes investment, respect, positivity, and motivation across the business and in delivering results for our clients.

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capability
• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with a safe harbor contribution (3%), a company discretionary contribution (12%), and a broad investment lineup
• Tuition reimbursement of up to $15k annually
• $5,000 Referral bonus for employees who refer new hires
• Business-casual environment
• Generous paid time off upon hire – including 20 days of vacation, 2 wellness days, unlimited sick time plus eight paid company holidays and 2 floating days each calendar year
• Paid volunteer time — 2 days per calendar year
• Leave of absence programs – including paid parental and family leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Fitness, health, and composting reimbursements

In addition to the opportunity to participate in a discretionary bonus program, the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience, licensure requirements, certifications, skill set, and other business and organizational needs.

Base Salary Range: $150,000 - $200,000
Annual Performance Bonus: This role is eligible for an annual performance-based bonus

Applicants must be authorized to work in the U.S. for any employer. IR+M is unable to sponsor or assume sponsorship of employment visas.