Regional Director - Wealth (wholesaler)

Wellington Management

San Francisco, CA, United States
Base: usd 100,000 - 225,000; bonus/equity: not spe...
Fully remote
External sales experience
Asset management expertise
Wealth distribution process knowledge
Wellington Management offers comprehensive investment management capabilities across global capital markets

Job Summary

  • Wellington Management offers comprehensive investment management capabilities across global capital markets.
  • The successful candidate will generate investment sales to financial advisors and large wealth platforms.
  • Employees work from the office 4 days a week with flexibility to work remotely 1 day a week.

Matching Summary

Wellington Management offers comprehensive investment management capabilities across global capital markets.

Salary

Base: USD 100,000 - 225,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • External sales experience
  • Asset management expertise
  • Wealth distribution process knowledge

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Strong relationship-building skills

Key Requirements

  • Bachelors degree
  • 7-10 years of sales experience
  • Series 7 & 63 required

Work Rights

Not specified

Tailored Resume

Cover Letter