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Equitable · 2 weeks ago

Regional Vice President- Mutual Funds (External Wholesaler) – TX, OK, AR, LA & MS (REMOTE)

United States

Full-time

Remote

Senior Level

$85K/yr - $85K/yr

Equitable is a company committed to helping clients secure their financial well-being. The Regional Vice President – External Wholesaler will develop and manage relationships with advisors in the TX, OK, AR, LA, and MS territories, focusing on promoting mutual funds and investment products.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Assess and identify the needs of advisor clients in order to promote new products

Develop new producers while retaining existing producers to grow market share

Educate and train advisors on 1290 Funds and models

Develop new relationships. 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

Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals

Candidate will be responsible for communication with National Sales Manager on an ongoing basis

Managing a budget and timely expense reporting

Develop new producers while retaining existing producers to grow market share of 1290 Funds

Maintain sales goals. Candidate must be able to identify, create and implement investment fund and MPS model sales opportunities

Knowledge of territory management practices, tools, and techniques; ability to manage and maximize investment business for multiple geographical areas

Educate and train advisors on 1290 Funds investment products

Managing a budget and timely expense reporting

Travel required 75% of time

Qualification

FINRA 663 OR 7Mutual Funds knowledgeInvestment products knowledgeCIMACFAClient Relationship ManagementIndustry KnowledgeSellingStrategic Sales PlanningEffective Presentations

Required

Bachelor's degree required

FINRA 6 and 63 OR 7 required

Knowledge of Mutual Funds and Investment products - previous direct sales experience required

Demonstrated communication/interpersonal skills

Proven computer, mobile device and organizational skills

Willingness to travel 75%

Must be located within the territory

Preferred

Experience in local area market preferred

CIMA, CFA a plus

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)