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Walton Global · 1 day ago

Senior Vice President, Capital Markets, West

Mobile, AL

Full-time

Onsite

Lead/Staff, Director/Executive

5+ years exp

Walton Global is a company focused on capital markets and investment opportunities. They are seeking a Senior Vice President to identify and establish contact with potential clients while educating current Advisors on their offerings, maintaining relationships, and achieving sales objectives.

Asset ManagementReal EstateReal Estate Investment

Responsibilities

Educate Advisors and Advisors’ clients both on and offsite on Walton structure and the benefits and risks of investing in Walton project offerings

Identify and establish contact with potential clients in assigned territory

Engage with current and potential clients in assigned territory through face-to-face interactions, promoting sales/marketing initiatives and establishing relationships

Provide information and respond to questions to allow Advisors to comply with applicable FINRA and SEC rules and regulations

Achieve a minimum level of daily calls, contacts, and other activity metrics

Schedule and oversee the coordination of seminars, client events and due diligence meetings

Work alongside of and mentor Internal Sales Associates

Actively pursue Registered Investment Advisors and Broker Dealer Reps within the assigned territory (Western U.S.)

Assist with managing Industry Events within the assigned territory

Conduct product presentations in front of a large group and present web presentations and conduct Due Diligence Meetings both on and offsite

Maintain an advanced understanding of the Financial Industry, FINRA, Broker Dealer and registered investment advisor relationships, and more specifically Walton’s investment structures

Comply with applicable FINRA, SEC and internal Walton Securities compliance requirements at all times

Maintain familiarity with Walton Due Diligence and Project Specific presentations

Perform other duties as assigned

Qualification

SIESeries 75 years sales experienceReg DDST offeringsCustomer relationship managementMarket knowledgeSalesMarketing strategiesAnalytical skillsProactive attitudeMicrosoft Office proficiencyInterpersonal skillsOrganizational skills

Required

SIE, Series 7 or 22 and Series 63 licenses required

Minimum of 5 years of experience selling to Broker Dealer Reps and Registered Investment Advisors in the Western U.S

Experience selling Reg D offerings and/or DST offerings

Customer relationship management (CRM) applications

Ability and willingness to travel up to 75% of the time

Demonstrated ability to meet sales objectives and goals

Advanced level of relationship management and interpersonal skills and the ability to strategically and ethically leverage client relationships

Possess and maintain strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations

Familiarity with marketing and sales strategies and consumer psychology

Professional, strategic, analytical, organizational, and interpersonal skills

Proactive and performance driven

Able to work under pressure in a fast-paced environment

Ability to adapt easily to changing department needs and dynamics

Proficiency required in Microsoft Office (Word, Outlook, PowerPoint, Excel 2007)