The Well ยท 16 hours ago
Regional Vice President
Washington, United States
Full-time
Hybrid
Director/Executive
$125K/yr - $500K/yr
10+ years expThe Well is a fast-growing financial services firm expanding its footprint in the Pacific Northwest, and they are seeking a Regional Vice President to lead Business Development and revenue growth. This role involves market strategy, partner relationships, and closing new business, while supporting executive leadership in a hands-on manner.
Staffing & Recruiting
Hiring Manager
Briana Toal
Responsibilities
Own Business Development and revenue growth for the Pacific Northwest
Responsible for market strategy, partner relationships, and closing new business
Qualification
Required
Bachelor's Degree
10+ years of experience in financial services
Series 7 and 66 (or 63 and 65) in Hybrid BD/RIA Offices
Series 65 in RIA Only Offices
Preferred
Strong fit for professionals coming from discount brokerage environments
Proven Sales Leadership & Regional Ownership
Benefits
Bonus tied to new revenue generation
Comprehensive benefits package
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase