Regional Vice President, New Client Development

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Regional Vice President, New Client Development based in United States.

This role is designed for an experienced wealth management professional who excels at building relationships and driving business growth. You will serve as a key advisor-facing leader, helping expand market presence by acquiring and developing high-net-worth client relationships. The position combines consultative sales expertise, financial planning knowledge, and strategic business development. You will partner with advisory teams to deliver tailored solutions and strengthen long-term client engagement. This opportunity is ideal for an entrepreneurial professional who thrives in a relationship-driven, performance-focused environment. You will have the opportunity to influence growth initiatives while helping individuals and families achieve their financial goals.

Accountabilities:: The Regional Vice President, New Client Development will focus on expanding client relationships, supporting advisory teams, and driving asset growth through strategic outreach and consultative engagement. The role requires strong financial expertise, sales leadership, and the ability to translate complex planning concepts into meaningful client solutions.

Develop and execute strategies to acquire new high-net-worth clients and increase assets under management through direct marketing channels and relationship-building efforts.

Partner with marketing teams to refine client-facing materials, presentations, and messaging that effectively communicate value propositions.

Differentiate wealth management solutions through consultative conversations and personalized financial planning approaches.

Meet with prospective clients to understand financial goals, identify needs, and introduce appropriate advisory solutions.

Support local advisory teams in expanding market presence while maintaining strong client service and retention standards.

Build trust with prospects through educational presentations, financial discussions, and tailored recommendations.

Assist with the creation, delivery, and execution of complex financial plans and investment strategies.

Maintain strong follow-up processes and ensure seamless client transitions after acquisition.

Utilize CRM platforms and sales tracking tools to manage opportunities, relationships, and business development activities.

Travel regularly within the assigned market to meet prospects, partners, and advisory teams.

Requirements:

The ideal candidate is an experienced wealth management and business development professional with a strong track record of acquiring clients, managing relationships, and delivering financial solutions. Success in this role requires strategic thinking, excellent communication skills, and the ability to operate independently in a growth-focused environment.

7+ years of experience in business development, sales, investment management, or financial advisory roles with demonstrated success building client relationships.

Bachelor’s degree in business, finance, marketing, or a related field.

Strong understanding of wealth management practices, financial planning, and investment advisory services.

Proven ability to acquire new clients, generate referrals, and convert opportunities into long-term relationships.

Experience working with high-net-worth individuals and complex financial needs.

Strong consultative selling skills with the ability to identify client objectives and recommend appropriate solutions.

Demonstrated success developing strategic sales plans and driving revenue growth.

Experience using CRM systems, preferably Salesforce or similar platforms.

Excellent communication, presentation, negotiation, and analytical skills.

Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.

FINRA Series 65 or Series 66 required.

CFP certification preferred.

Willingness and ability to travel regularly, up to 50% within the assigned market.

Benefits:

The role offers a competitive compensation package and comprehensive benefits designed to support professional success, financial security, and overall well-being.

Expected first-year compensation range of $225,000 - $250,000 annually , including base salary and variable compensation.

Performance-based earning potential tied to productivity and business development results.

Medical, dental, and vision insurance coverage for eligible employees and families.

401(k) retirement plan with company match and profit-sharing opportunities.

Health Savings Account (HSA) contributions and Flexible Spending Account (FSA) options.

Employer-paid life insurance, disability coverage, and additional voluntary benefits.

Paid time off, including 18 annual PTO days and additional PTO milestones based on tenure.

Paid holidays, parental leave, and caregiver leave benefits.

Wellness programs and resources supporting employee health and balance.

Professional development opportunities, including training, licensing, and credential reimbursement.

Voluntary benefits such as pet insurance.

Remote work flexibility with opportunities to support clients and teams nationwide.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1