West Coast Regional Director, Wealth & Alternatives SalesCFA Institute • San Francisco, CA, US
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West Coast Regional Director, Wealth & Alternatives Sales
CFA Institute • San Francisco, CA, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A leading investment management firm seeks a Regional Director for Wealth Management sales in California. The role involves generating investment sales to financial advisors, with a focus on marketing public and private investment strategies. Ideal candidates will have extensive asset management expertise, 7–10 years in external sales, and proficiency in Salesforce, Excel, and Outlook. The position requires extensive travel and collaboration with clients, ensuring that candidates are comfortable building strong relationships.
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