Associate Regional Director
Company: VirtualVocations
Location: Mesquite
Posted on: November 12, 2024
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Job Description:
A company is looking for an Assistant Vice President, Associate
Regional Director of Business Development.
Key Responsibilities:
Establish and maintain a network of centers of influence (COI)
Create and manage a recruiting pipeline for financial advisors
Evaluate advisor practices for transferability of assets and
compliance standards
Required Qualifications:
5+ years in broker/dealer business development, asset management
wholesaling, or institutional custody sales
Verifiable track record of identifying, qualifying, and closing
business opportunities
Strong familiarity with using a CRM, preferably Salesforce
Bachelor's degree required
Series 7, 66, and 24 preferred
Keywords: VirtualVocations, Rowlett , Associate Regional Director, Executive , Mesquite, Texas
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