Regional Director - Wealth (wholesaler)

Wellington Management

Boston, MA, United States
Base: usd 120,000 - 225,000; bonus/equity: not spe...
Fully remote
7-10 years external sales experience
Proven background in asset management
Excellent communication & presentation skills
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 be responsible for generating investment sales to financial advisors.
  • We strive to pay employees fairly and competitively, offering a comprehensive benefits package.

Matching Summary

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

Salary

Base: USD 120,000 - 225,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • 7-10 years external sales experience
  • Proven background in asset management
  • Excellent communication & presentation skills

Nice-to-have

  • Entrepreneurial and team-oriented mindset
  • Ability to influence others
  • Collaborative work culture

Key Requirements

  • Bachelors degree
  • Series 7 & 63
  • Proficient in Salesforce, Excel, and Outlook

Work Rights

Not specified

Tailored Resume

Cover Letter