Senior Vice President / Managing Director - Regional Sales

4 Days Old

About the Company Join a vibrant financial technology (FinTech) organization at the forefront of the financial services industry. We are a privately held, private equity-backed company founded in 2013, employing between 1001 and 5000 professionals. Company Overview Industry: Financial Services Categories: Asset Management, Banking, FinTech, Consulting & Professional Services, Information Technology & Services, Technology, Finance, Marketplaces, Investment Banking, Securities, Brokerage, Investing Specialties HNW fundraising platform Alternative investments Private equity and hedge funds Private investor network Private access vehicles Custom fund solutions Private credit Business Classifications B2B Marketplace About the Role We are looking for a dynamic Senior Vice President or Managing Director to enhance our team. The ideal candidate will lead three skilled alternative investment sales professionals, evolving our client coverage model while leveraging a consultative sales process to acquire and nurture client relationships. To thrive in this role, you should have a strong background in the alternative investment industry, specifically in private credit, private equity, real estate, and hedge funds. We seek a seasoned sales leader with a minimum of 15 years of experience in a client-facing role, demonstrating a proven ability to sell and support a diverse range of investment offerings in a fast-paced, entrepreneurial environment. A Series 7 and 63 licenses are required or must be obtained within 60 days of hire. Additionally, candidates should prepare to earn a CAIA within 2-3 years of joining our team. This position entails travel within the Midwest to engage with advisors, clients, and centers of influence, with travel expected to be less than 10%. We are looking for a strategic thinker with strong leadership, excellent communication, and interpersonal skills. Hiring Manager Title Head of AI Distribution Functions General Management Business Development Strategy
Location:
San Jose, CA, United States
Job Type:
FullTime
Category:
Management Occupations