VP Sales Private Client Group - SW Florida
$100kCNI Consulting
Remote (United States)Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The Opportunity:Present The Firm’s wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. The Day-to-Day:Convert prospects to clients by showcasing the Firm’s differenceEngage with high-net-worth prospects to evaluate their personal financial situation and provide solutionsEducate prospective clients on the variety of the Firm’s offeringsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementHome office position with the expectation to meet prospects face-to-face or virtually in your local territoryYour Qualifications:5+ years’ experience working in financial servicesFINRA Series 65 or a combination of FINRA Series 7 and 66 preferredMulti-year track record of success driving resultsExperience in high-volume phone activity and in-person meetingsCompensation:Commission/variable pay based position - $100,000 – a gradual step down; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closedThis role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 yearsWhy The Firm:We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Firm purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximumFamily Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careType: Direct HireCategory: VP, Outside SalesDate Posted: 2026-05-12
$100k
...calling? Does a hybrid service and sales environment without prospecting... ...to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales...Private clientTemporary work$80k - $135k
...United States with high-net-worth clients living in the UK? Come join... ...approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't... ...approach. You will report to your group manager whose previous experience...Private clientWork at officeWork from home$80k - $135k
...provided roster of high-net-worth clients. Since 1995, Fisher... ...specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't... ...approach. You will report to your group manager whose previous...Private clientWork experience placementWork at officeWork from home$55k - $70k
...changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the... ...departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy...Private clientWork at officeWork from home- ...a Financial Planning Counselor, you will work alongside our client’s internal Relationship Managers as the point person for complex... ...or concernsReport on feedback, trends and more to the Private Client Group Initiatives managementYour Qualifications:5+ years’ experience...Private client
$80.2k - $145k
The Opportunity:The Global Business Process Management Program Manager is responsible for assessing Global Private Client Group needs, obtaining strategic alignment on organizational goals and long-term vision, and managing all aspects of a program's implementation working...Private clientWork at officeWork from home$100k
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher...Private clientWork at office$85k - $130k
...departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial... ...issues or concerns Report on feedback, trends and more to the Private Client Group Programs management You will host sessions for internal and...Private clientWork at officeWork from home$52k - $72k
...consulting firm, partnering with clients to solve the world’s most... ...teams partner with public- and private-sector clients to create innovative... .../Province: Oregon Business Group: DCS Legal Entity: AECOM... ...Location: US - Portland, OR - 888 SW 5th Avenu Compensation: USD 5...Private clientFull timeFor subcontractorInternshipWork at officeLocal areaWorldwideFlexible hours- DescriptionDirector of Sales and OutreachType: Full-Time Shift: Monday-Friday, Day ShiftLocation:Avamere at Park Place - 8445 SW Hemlock St., Portland, OR 97223 - Near Tigard, ORApply... ....g., seminars, open houses, or support groups) to attract families and build brand awarenessEnsure...Full timeTemporary workLocal areaMonday to FridayFlexible hoursShift work
- A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal...Private clientWork at office3 days per week
- ...formed enduring partnerships with clients, designers, and trade... ...spearhead business development and sales initiatives across the greater... ...and design-build services to private and public clients across the... ...and a network of locations in Florida, Georgia, Maine, New Hampshire...Private clientFor contractors
$195k - $285k
...established over 45 years ago. Our core business is providing discretionary investment management services to both institutions and private clients across the US, UK, Europe, Canada, Australia, Asia and the Middle East.The Opportunity:This is an exciting opportunity for a...Private clientWork at officeWork from home- ...infrastructure consulting firm, partnering with clients to solve the world’s most complex... ...DescriptionAECOM’s Portland Transportation group is actively seeking a highly motivated... ...buildings. Our teams partner with public- and private-sector clients to create innovative,...Private clientLocal areaWorldwideFlexible hours
$179.85k - $340.97k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)... ...in a variety of industriesWork alongside private equity firms, strategic clients and...Private clientLocal areaWorldwide- ...contracting, construction management and design-build services to private and public clients across the country. The company manages projects along the... ...its headquarters in Vermont and a network of locations in Florida, Georgia, Maine, New Hampshire, New York, North Carolina...Private clientFor contractorsInternshipLocal area
- ...Development Program - Financial Advisor: Oregon & SW Washington Market Portland, Oregon;... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...in the financial service industry and/or a sales environment where goals were met or...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Location: 1211 SW Fifth Avenue, Portland Oregon Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial... ...will specifically target and execute a consistent sales process and financial plan for clients and prospects...Private clientBank staffWork at officeFlexible hoursNight shift
- ...The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic... ...and maintaining strong client relationships and achieving sales target Deep understanding of complex personal lines insurance...Private clientWork at office3 days per week
$26 - $31 per hour
...connection in working with an academically minded group of scientists who are passionate about... ...interact with all levels of staff, clients, and vendors. Apply lessons learned to... ...We assist government agencies, NGOs, and private clients with environmental problem solving...Private clientHourly payFull timePart timeFor contractorsWork experience placementWork at office- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients,... ...Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A.... ...re proud to lead the U.S. in credit card sales and deposit growth and have the most-...Private client
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private client
$250.4k
...strategically important businesses. We are hiring a Senior Director of Sales for the Americas to lead all Fusion go to market motions across... ...is mandatory. You will work as part of a global leadership group with peers in APAC and EMEA and serve as the executive owner of...Base plus commissionFull timeFor contractorsRemote work- ...Baker Tilly Advisory Group, LP is seeking a seasoned Private Wealth Tax Principal to lead our high-net-worth tax practice in the US. You will oversee... ...outcomes. The role emphasizes mentoring staff, developing new client relationships, and driving growth while maintaining the...
$130k - $150k
...working hard to reach common goals. You will get out of it what you put into it. Job Summary The Project Manager supports the private client book of business with planning, technical solutions, safety and operational excellence. They are the lead estimator and project...Private clientContract workFor contractorsFor subcontractorWork at office$93.1k - $173.4k
...a Business Development Executive at MMA Private Client Services National. Marsh McLennan Agency... ...team, you'll consistently complete sales calls and presentations, while cultivating... ...development required, ideally with large group insurance experience. Proven...Private clientMinimum wageLocal areaNight shift- ...you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is... ...skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong...Private clientTemporary workWork at officeLocal areaImmediate start
- ...Group Sales Manager The Heathman Hotel is where Portland's cultural legacy meets timeless hospitality. Since 1927, it has stood as a... ...focuses on identifying new business opportunities, developing client relationships, and partnering with internal teams to ensure every...Work at office
- ...network of relationships to deliver solutions to both public and private clients. Our services help improve the quality of life in the... ...support Employee Communities (ECs), voluntary, employee-led groups that create connections, belonging and shared purposes. Flexibility...Private clientFull timeWork at officeLocal area
$40 per hour
...you’ll do every time you come to work! As a ComplexDirector of Sales and Marketing, you’re not just overseeing commercial strategies... ...Lead sales and marketing efforts across all segments, including group, catering, business transient, and leisure, to achieve revenue goals...Local areaWorldwideNight shift
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