Company
Financial Services
DistrictVicePresident
Neural analysis suggests this role is
optimal for Senior candidates.
“District Vice President. Skills: Sales execution, Relationship management, Revenue growth. Lead regional sales execution. Develop strategies to grow investment product distribution”
What You'll Achieve.
Grow investment product distribution; Achieve ambitious sales targets; Achieve production goals; Achieve territory growth objectives
Industry & Context.
Field-based role
What They're Looking For.
Must Have
5+ years of experience in investment sales, Experience in financial services industry, Proven ability to manage advisor relationships, Proven ability to drive revenue growth, Understanding of capital markets, Understanding of mutual funds, Understanding of ETFs, Understanding of managed investment platforms, Experience working with regulated investment channels, Demonstrated success in sales planning, Demonstrated success in territory management, Demonstrated success in business development, Communication skills, Presentation skills, Relationship-building skills, High level of organization, Self-motivation, Ability to work independently, Proficiency with CRM systems, Proficiency with standard business tools
Nice to Have
IFIC certification preferred, CSC certification preferred
What You'll Do.
Lead regional sales execution
Develop strategies to grow investment product distribution
Implement strategies to grow investment product distribution
Drive achievement of sales targets
Drive achievement of production goals
Drive achievement of territory growth objectives
Build relationships with financial advisors
Maintain relationships with financial advisors
Expand relationships with financial advisors
Build relationships with strategic partners
Maintain relationships with strategic partners
Expand relationships with strategic partners
Deliver value-added insights
Deliver market perspectives
Deliver product expertise
Support advisor business development
Conduct advisor engagements
Conduct advisor presentations
Conduct advisor seminars
Promote investment solutions
Collaborate with internal wholesalers
Collaborate with coordinators
Collaborate with cross-functional teams
Optimize sales outcomes
Track advisor interactions
Document advisor interactions
Manage advisor interactions
Ensure disciplined territory management
Share market intelligence
Share sales strategies
How You'll Work.
Team & Collaboration
Internal wholesalers; Coordinators; Cross-functional teams
Communication Scope
Presentations; Seminars
Full Job Description
## Accountabilities Lead regional sales execution by developing and implementing strategies to grow investment product distribution across financial advisor channels. Drive achievement of ambitious sales targets, production goals, and territory growth objectives Build, maintain, and expand relationships with financial advisors and strategic partners within the assigned region Deliver value-added insights, market perspectives, and product expertise to support advisor business development Conduct advisor engagements, presentations, and seminars to promote investment solutions Collaborate closely with internal wholesalers, coordinators, and cross-functional teams to optimize sales outcomes Track, document, and manage all advisor interactions using CRM tools and ensure disciplined territory management Share best practices, market intelligence, and sales strategies with internal peers and external partners Requirements This role requires strong experience in investment sales within the financial services industry, with a proven ability to manage advisor relationships and drive revenue growth. 5+ years of experience in investment sales or related financial services roles Strong understanding of capital markets, mutual funds, ETFs, and managed investment platforms Experience working with regulated investment channels (e.g., MFDA, IIROC or equivalent) Completion of relevant financial certifications (e.g., IFIC or CSC preferred) Demonstrated success in sales planning, territory management, and business development Strong communication, presentation, and relationship-building skills High level of organization, self-motivation, and ability to work independently in a field-based role Proficiency with CRM systems and standard business tools Benefits Competitive compensation with performance-based incentives and bonus opportunities Comprehensive health, dental, vision, and mental health coverage Retirement savings plans and long-term financial security programs Flexible work envi
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