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Regional Vice President, RIA Channel

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Orion Advisor Solutions LLC

2021-12-03 08:51:29

Job location Omaha, Nebraska, United States

Job type: fulltime

Job industry: Executive Positions

Job description

The Regional Vice President, RIA Channel (RVP) is responsible for representing Brinker Capital in its sales efforts to promote its investment capabilities to RIA's.

This position works to increase sales within the assigned region by building and developing new RIA relationships. The RVP will coordinate and align activities for the Regional Team to achieve the agreed upon goals of the territory.

Job Duties Include:

  • Collaborate with sales management in development and implementation of sales plan
  • Work closely with Brinker SME's such as Tax Managed Investment team, Wealth Advisory portfolio consultants
  • Monitor and analyze sales goals and activity reports
  • Attend ongoing training to maintain current knowledge of industry trends
  • Consistently update the database to include prospect information and sales activity
  • Partner with Marketing to develop campaigns
Skills Needed:
  • Experience selling investment products to the RIA channel
  • Knowledge of financial service offerings
  • Strong sales skills required: negotiation and persuasion, up-selling, closing, follow-up, relationship building and networking

Education/Experience Needed:
  • Bachelor's Degree in Business or related field required
  • Series 7 and 66 required
  • 5 years experience in a field-based territory sales position, selling financial services offering to RIA required
  • 2 years experience building and maintaining a customer account base required

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