SVP - Sales, Regional Director
Regional Director - SVP
Location: Remote
Industry: Financial Services / Alternative Investments
A leading financial services platform is seeking a Senior Vice President sales leader to oversee business development efforts across the Midwest region. This role is part of a national alternatives distribution team focused on expanding access to private markets for financial intermediaries.
Key Responsibilities:
- Lead a team of three professionals focused on alternative investment distribution.
- Refine and optimize client engagement strategies, including territory alignment, sales cycles, and strategic partnerships.
- Utilize a consultative approach to grow new and existing advisor relationships and enhance platform adoption.
- Spearhead the introduction of new fund managers and strategies within the region.
- Travel throughout the territory to engage with financial advisors and clients.
- Maintain deep knowledge of a broad suite of private market offerings, including private credit, private equity, real estate, and hedge funds.
Required Experience:
- Must have sold Alternative products
- Minimum of 15 years in a sales role within the alternative investments space
- Demonstrated success in distributing a wide range of alternative investment products.
- Active FINRA Series 7 and 63 licenses (or ability to obtain within 60 days).
- CAIA designation preferred or willingness to pursue
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