Regional Vice President – Mutual Funds, External Wholesaler

Equitable

Regional Vice President for Equitable Investment Management working remotely with significant travel in the Southeast Territory. Leading business development and managing relationships with financial advisors.

Posted 8/2/2026full-timeAlabama, Florida, North Carolina, South Carolina, Tennessee • 🇺🇸 United StatesLead💰 $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment management and sales strategies, with a strong focus on client education and territory management. Proficient in utilizing Salesforce for pipeline management and opportunity analysis while maintaining effective communication with stakeholders.

Highest-signal resume keywords

Salesforce CRMFINRA Series 7Mutual Funds KnowledgeDirect Sales ExperienceTerritory Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementSales Strategy DevelopmentSales Goal AchievementBudget ManagementExpense Reporting

Soft Skills

Written CommunicationVerbal CommunicationInterpersonal SkillsOrganizational Skills

Tools & Technologies

Salesforce

Certifications & Qualifications

Bachelor's DegreeFINRA Series 6FINRA Series 63FINRA Series 7 (Preferred)

Industry Keywords

Investment ProductsMutual FundsAdvisor TrainingSales ManagementMarket Share Growth

About the role

Key responsibilities & impact

Educate and train advisors on Equitable Investment Management model portfolios
Assess and identify the needs of advisor clients to promote new products
Develop new producers while retaining existing producers to grow market share
Responsible for territory management
Utilize internal sales desk to assist in managing territory
Work with and train Internal Wholesaler to work collaboratively with RVP
Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities
Identify, create and implement investment sales opportunities to attain stated sales goals
Responsible for communication with National Sales Manager
Managing a budget and timely expense reporting
Maintain sales goals

Requirements

What you’ll need

Bachelor's degree
FINRA Series 6 and 63 considered; Series 7 preferred (or required to attain within 150 days)
Knowledge of Mutual Funds and Investment products
previous direct sales experience
Demonstrated written, verbal, and interpersonal communication skills
Proven organization skills balancing between computer, mobile device and other equipment
Willingness to travel 75%
Must be located within the territory

Benefits

Comp & perks

medical
dental
vision
a 401(k) plan
paid time off