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Anaplan
San Francisco, CA, United States
Anaplan. As the engine behind back-office system connectivity, you might not recognize our name, but our customers rank among the who’s who in the Fortune 50. Coca-Cola, LinkedIn, Adobe, and Bayer are just a few of the 2,000+ companies that rely on our best-in-class platform and its native AI capabilities to see, plan, and lead their businesses. By
Job Source: AnaplanPRA Business Events
San Francisco, CA, United States
Regional Vice President PRA is the market-leading business event management firm, delivering unique experiences that move hearts, minds and businesses forward. Blending Passion, Reach and Authenticity, PRA works collaboratively with clients to craft creative, multi-sensory attendee journeys to leave a lasting impression. The Regional Vice Preside
Job Source: PRA Business EventsConfidential
San Francisco, CA, United States
Regional Vice President About the Company Top-ranking provider of open-source data visualization software Industry Computer Software Type Privately Held, VC-backed Founded 2014 Employees 501-1000 Funding $200+ million Categories Analytics Cloud Data Services Data Visualization Open Source Software Technology Information Technology & Services Spec
Job Source: ConfidentialConfidential
San Francisco, CA, United States
Vice President of Regional Sales About the Company Leading lighting systems provider Industry Electrical/Electronic Manufacturing Type Public Company Founded 1898 Employees 10,001+ Categories Electronics Electrical Specialties lighting fixtures lighting controls lighting solutions technology iot smart buildings internet of things industry solutio
Job Source: ConfidentialDoximity, Inc.
San Francisco, CA, United States
We're changing the way clinicians communicate. Together. Employment offers will always be made by a Doximity hiring manager or Talent Acquisition Partner with a @doximity.com email address only. We will never text you about an employment opportunity, interviews or employment offers. If you are receiving an employment inquiry or employment offer
Job Source: Doximity, Inc.Confidential
San Francisco, CA, United States
Regional Vice President, Sales About the Company Industry-shaping private aviation solutions platform Industry Airlines/Aviation Type Privately Held Founded 2003 Employees 201-500 Categories Airlines Aviation Transportation Airport Services Charter Services Travel & Leisure Consulting & Professional Services Aircraft Retail Specialties Aircraft M
Job Source: ConfidentialConfidential
San Francisco, CA, United States
Our Enlow & Associates Talent Acquisition team is seeking a results-focused Regional Vice President of Sales to drive sales efforts and provide leadership across all Greater Bay Area territories. The ideal candidate is an experienced and intentional sales frontrunner with a proven track record for developing and implementing effective sales strateg
Job Source: ConfidentialConfidential
San Francisco, CA, United States
Regional Vice President, Retirement About the Company Top-tier provider of retirement plans, employee benefits, annuities & life insurance services Industry Insurance Type Public Company Founded 2004 Employees 1001-5000 Categories Insurance Consulting & Professional Services About the Role The Company is seeking a Regional Vice President (RVP) fo
Job Source: ConfidentialSan Rafael, CA, United States
Job Description Job Description
Organization
RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. Our purpose is to put clients on a better path to prosperity and we do this by seamlessly orchestrating solutions that take the hard work out of managing a client’s wealth and becoming a partner integral to their well-being. Our vision is to be the last wealth management partner clients need.
Role Overview
The Regional Vice President is responsible for growing our Custodial referral platform. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our wealth planning teams. The Regional Vice President will work in a client-centric, team-based environment in partnership with Wealth Advisors and Specialists to service the needs of the firm’s clients.
Responsibilities
Partner with Financial Consultants and Branch Managers to build strong relationships.
Foster positive channel partner relationships as the firm’s ambassador.
Grow and cultivate an assigned geographic region through frequent visits to branch offices, phone wholesaling, and ongoing communication to generate significant referrals.
Proactively initiate business development calls and identify new sales opportunities.
Meet directly with channel referral prospects via in-person and phone/video meetings to generate significant volume of new clients and billable assets under management.
Provide insight and information to become a valuable resource and partner.
Education, Experience and Qualifications
Bachelor’s degree preferred or equivalent experience.
At least 5 years of successful sales experience in the financial services industry.
Series 65 or Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) .
CFP (Certified Financial Planning) designation strongly preferred.
Comprehensive industry and investment management knowledge.
Experience using CRM systems (Salesforce preferred).
Excellent communication, presentation, listening, and analytical skills.
Proven time management and organizational skills.
Experience determining the needs of partners and prospects through inquiry, offering solutions, and delivering against the right actions.
Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
Compensation
Total annual compensation is inclusive of a $150,000.00 base salary, or more commensurate with experience, and quarterly variable bonus payments.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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Regional Vice President jobs in San Rafael, CA, United States
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