Southeast Regional Vice President jobs in United States
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Axxes Capital · 3 weeks ago

Southeast Regional Vice President

Axxes Capital is a Miami based alternative asset manager seeking a sales professional with strong relationships in the RIA space. The Southeast Regional Vice President will support and grow the business to financial intermediaries by generating sales and managing client relationships within the defined territory.

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Responsibilities

Generate interval funds sales in the southeast territory within the RIA Channel
Own sales performance and goals for territory
Solidify relationships, generate new business with clients and manage sales efforts within the defined geographic territory
Work closely with the Head of US Distribution/RIA Channel Head to create and implement a sales strategy
Business Plan Creation: segmentation, time management, counterpart collaboration, territory management, etc

Qualification

FINRA RegistrationsSales Performance ManagementInvestment Strategies KnowledgeMicrosoft Office SuiteInterpersonal CommunicationProblem-SolvingOrganizational Skills

Required

Bachelor's Degree
Current FINRA Registrations (Series 7, 63, 65, and/or 66)
Enhanced problem-solving abilities, analytical abilities, and familiarity with investment strategies and concepts
Excellent oral, written and interpersonal communications skills
Informed and conversant across a broad range of topics
Energetic, self-motivated, positive attitude, goal-oriented
Ability to meet deadlines, strong organizational skills, ability to work independently and collaboratively
Technical/Computer skills should include experience with Microsoft Word, PowerPoint and Excel

Benefits

Monthly T&E allowance

Company

Axxes Capital

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Axxes Capital is a financial company that equips financial advisors to offer cutting-edge solutions for the private sector.

Funding

Current Stage
Early Stage
Total Funding
unknown
Key Investors
Banco Mercantil Santa Cruz
2024-08-26Series A

Leadership Team

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Joseph DaGrosa
Chairman & CEO
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Ari Bass
President
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Company data provided by crunchbase