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Horizon · 1 day ago

Regional Director (Investment Management Field) - Southern California

California, MD

Full-time

Onsite

Mid, Senior Level

5+ years exp

Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. The Regional Director will lead sales efforts across Southern California, cultivating relationships with financial advisors and driving revenue growth through a consultative approach.

Asset ManagementFinanceFinancial ServicesInformation Technology

Responsibilities

Drive territory sales by executing a proactive outbound strategy: client meetings, events, and follow-ups - demonstrating a strong sense of ownership, managing the territory like their own business-proactive, entrepreneurial, accountable

Travel within the territory to build and maintain strong client relationships through regular communication and meetings to achieve sales targets

Meets or exceeds all territory and firm sales goals for their assigned territory

Develop and maintain a deep understanding of the firm's products and services to effectively communicate the value of Horizon's solutions that best align with their business objectives

Develop, implement, and maintain a territory business plan in partnership with the National Sales Director to increase sales revenue and market share within an assigned area of responsibility, targeting specific advisor segments and key accounts

Work collaboratively with a dedicated Internal Advisory Specialist to maximize territory sales efforts and meet sales targets

Maintain a disciplined sales process: tracking pipeline activity, key KPIs, advisor engagement, and follow-up tasks in CRM

Provide superior service to ensure growth and retention of assets, serving as a trusted advisor to clients, providing investment insights, guidance, and business consultation

Represent the firm as a trusted solutions partner at national conferences, regional meetings, and other industry events to promote the firm's offerings and value proposition and promote brand awareness

Maintain all activity in dedicated CRM to properly track all sales efforts, client contacts and any other necessary information

Qualification

Financial services salesConsultative sellingFINRA series 7FINRA series 65/66Investment advisory productsFinancial markets knowledgeEntrepreneurial mindsetCommunication skillsInterpersonal skillsRelationship building

Required

Bachelor's degree in Finance, Business, or related field

Minimum 5 years of experience in financial services related sales or consulting

Experience with large independent broker-dealers firms and registered investment advisers required

FINRA series 7 and 65/66 required

Ability to meet extensive travel requirements

Established relationships within territory

Company

Horizon

Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals.

Founded in 1995

Charlotte, North Carolina, USA

51-200 employees