Regional Vice President (External Wholesaler) - West US

Crossmark Global Investments is a faith-based investment management firm that provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve. For over 30 years, we have delivered uniquely constructed products based on our proprietary, disciplined, and repeatable process. We are especially known for helping our clients align their investments with their values by creating socially conscious, responsible investment strategies.
 

Position Description/Background:

In this role, the Regional Vice President (External Wholesaler) will be responsible for calling on financial advisors to drive sales and increase assets under management within their assigned territory through a consultative approach.

A successful person will possess superior communication skills, solid organizational skills, strong analytical skills, as well as a passion for developing impactful advisor and client relationships. They will have a clear understanding of the sales process, the ability to effectively prioritize, and a working knowledge of the capital markets. They must be self-motivated and adhere to Crossmark’s Core Values: Integrity, Courage, Commitment, Proficiency and Professionalism.

Essential Duties and Responsibilities:

• Develop and maintain relationships with financial advisors in order to market Crossmark’s products, as well as identify new sales opportunities within their geographic territory.
• Raise and retain assets within a geographic territory by developing meaningful relationships via virtual and in-person engagements with financial advisors to share sales ideas, provide product information, and and attend industry events.
• Deliver effective presentations to promote Crossmark products, services and competitive advantages.
• Develop and implement a business plan and sales strategy for their geographic territory.  

Qualifications:

• Series 6 or 7, Series 63 and Series 65 (or equivalent) required.
• Bachelor's degree required.
• Advanced certification (e.g., CFA, CIMA, etc.) preferred.
• 5+ years of industry sales experience required.
• Experience calling on Wirehouse, Regional, and Independent financial consultants.
• Demonstrated relationship management skills, including the ability to work in a team environment.
• Strong time management, organizational, and problem-solving skills.
• Willing to travel (75% or more)
• Established advisor relationships in the territory preferred.

Compensation: $100,000 Annual Base Salary + Commissions

Job Type: Full-time