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VP, Sales

Cincinnati, OH, USA | CNI Consulting Inc

  • Industry:
    Management Consulting
    HR / Recruitment Services
  • Position Type:
  • Functions:
    Business Development
  • Experience:
    5-7 years
Job Description:
118 people have viewed this job

Our client is searching for highly qualified financial sales specialists to join their team as a regional . A qualified candidate has previous success selling portfolio management services to individual stock market investors, is goal-oriented, and articulate.

They are a privately-held investment management firm headquartered in the San Francisco Bay Area managing portfolios for high-net-worth private clients and some of the world's preeminent institutions.The Founder, and Investment Officer, is the author of several finance books and academic studies, and a renowned innovator of investment theory.

The Opportunity

Sell to high net worth individual stock market investors

Highly lucrative compensation structure 

Work for an investment firm with a strong track record of success in both bull and bear markets

Have the flexibility to work remotely from your home-office 

Focus primarily on bringing new investors to our multi-billion dollar Private Client Group

Duties and Responsibilities 

Contact and qualify high net worth prospective clients

Travel and meet with high net worth investors to explain the merits of our Private Client Group 

Bring in new assets to the firm using a highly professional consultative sales approach 

Operate and represent the firm with the highest level of integrity and work ethic

Job Requirements


Minimum of five of success specifically selling to stock market investors

Minimum of six-figure earnings in each of the past three

Quantifiable track record of individual success closing new investor business

Acclimated to sustaining effective and efficient activity levels 

Dynamic phone and in-person sales skills

Highly competitive in goal-oriented sales professions

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