Position Overview
Overview The company is seeking a seasoned, relationship-driven Regional Vice President (RVP) to expand sales efforts across the West Coast. This role is ideal for a player-coach with deep ETF expertise, strong advisor relationships, and a proven ability to both produce and elevate a growing sales team.
The RVP will be responsible for expanding company footprint with RIAs, Family Offices, and independent broker-dealers while helping scale a high-performing distribution platform during a critical growth phase.
Key Responsibilities
- Own and grow assets under management across the West Coast territory
- Develop, maintain, and deepen relationships with RIAs, broker dealers, family offices, and institutional advisors
- Serve as a player-coach, balancing direct production with mentoring and supporting junior sales talent
- Lead territory strategy, including...