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Associate Regional Director

Company: VirtualVocations
Location: Mesquite
Posted on: November 12, 2024

Job Description:

A company is looking for an Assistant Vice President, Associate Regional Director of Business Development.



Key Responsibilities:

Establish and maintain a network of centers of influence (COI)
Create and manage a recruiting pipeline for financial advisors
Evaluate advisor practices for transferability of assets and compliance standards


Required Qualifications:

5+ years in broker/dealer business development, asset management wholesaling, or institutional custody sales
Verifiable track record of identifying, qualifying, and closing business opportunities
Strong familiarity with using a CRM, preferably Salesforce
Bachelor's degree required
Series 7, 66, and 24 preferred

Keywords: VirtualVocations, Euless , Associate Regional Director, Executive , Mesquite, Texas

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