West Coast Regional Director – Wealth Management
Hiive
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $350,000 - $1,000,000 per year
Job Level
Lead
About the role
- Develop and execute a regional sales strategy consistent with growth goals, driving the overall sales in the territory and expanding the firm's footprint across the West Coast Wealth Channel.
- Building expertise in the secondary market for pre-IPO securities; understanding market dynamics, key participants, and the role of Hiive. Educating advisors on current and new alternative investment solutions, market conditions, and the firm's sophisticated marketplace offering.
- Cultivate and Strengthen Advisor Relationships through high-quality interactions, proactive outreach, follow-up on new business, and superior service and support.
- Effectively manage the assigned territory, tracking performance, identifying trends, and implementing data-driven approaches for improved results.
- Maintain and leverage CRM (Salesforce) to track all sales activities, analyze data, and optimize engagement and outreach strategies.
- Attend meetings, industry events, and conferences to meet potential clients and represent the firm.
Requirements
- Consistently exceeded annual sales goals and targets quality client contacts, demonstrating sales leadership in new product launches and maintaining a diversified business mix.
- Possesses a strong understanding of investment products and can proficiently communicate how complex investment solutions fit into an asset allocation.
- Requires a Bachelor's degree and mandatory FINRA Series 7 & 63 licenses.
- Persuasive sales professional with demonstrated success in developing deep client relationships combined with exceptional verbal and written communication abilities.
- Thrives in a dynamic, entrepreneurial, and rapidly growing organization, demonstrating a strong interest in alternative investments and capital markets.
Benefits
- Highly competitive salary commensurate with experience and contribution.
- Opportunity to participate in ownership of a rapidly growing early-stage startup through our employee stock option plan.
- An engaging social calendar, including bi-weekly catered lunches, bi-weekly “Friday bar,” team workouts, annual summer party, and holiday party, two “onsite” all-team retreats each year, semi-annual team-building events, and Hiive Womens’ Network events.
- Significant opportunities for growth into team leadership and management roles.
- Entrepreneurial culture and a small and dynamic team.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales strategy developmentdata analysisperformance trackinginvestment product knowledgealternative investment solutionsmarket dynamics understandingclient relationship management
Soft skills
persuasive communicationsales leadershiprelationship buildingproactive outreachsuperior serviceverbal communicationwritten communication
Certifications
Bachelor's degreeFINRA Series 7 licenseFINRA Series 63 license