Fisher Investments Logo

Fisher Investments

Regional Vice President of Sales (Mid-Atlantic)

Posted 20 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
175K-175K Annually
Senior level
Remote
Hiring Remotely in United States
175K-175K Annually
Senior level
Sell Fisher Investments wealth management solutions to high-net-worth prospects across the Mid-Atlantic region. Responsibilities include converting qualified leads into clients, assessing prospects’ financial situations, presenting investment offerings, conducting high-volume phone activity and local meetings, and completing ongoing training in sales, finance, capital markets, and portfolio management. The role is home-office based with territory travel and offers commission-first compensation with uncapped earning potential.
The summary above was generated by AI
Overview

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.


The Opportunity:


Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. 


The Mid-Atlantic Region includes the following states: Virginia, Maryland, Delaware, DC and Philadelphia, Pennsylvania.


The Day-to-Day:


  • Convert prospects to clients by showcasing the Fisher difference
  • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
  • Educate prospective clients on the variety of Fisher Investment’s offerings
  • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
  • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Your Qualifications:


  • 5+ years experience working in financial services
  • FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
  • Multi-year track record of success driving results
  • Experience in high-volume phone activity and in-person meetings

Compensation:

  • This is a commission-first position with uncapped earning potential. Base pay starts at $175,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year’s management fees.

Why Fisher Investments:


We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Similar Jobs

2 Months Ago
In-Office or Remote
400K-440K Annually
Senior level
400K-440K Annually
Senior level
Information Technology • Consulting
The Regional Vice President of Sales for the Western US is responsible for leading a sales team, developing strategy for large enterprise accounts, driving revenue growth, and collaborating with partners to enhance sales execution.
Top Skills: Enterprise SalesSaas Solutions
One Month Ago
In-Office or Remote
Chicago, IL, USA
Senior level
Senior level
Artificial Intelligence • Machine Learning • Productivity • Software
The Regional Vice President of Sales will manage and mentor a team of Enterprise Sales Directors, drive new business, shape go-to-market strategy, build executive relationships, and ensure revenue growth.
Top Skills: AICloudCxEnterprise SoftwareSaaSSales Management
16 Days Ago
Remote
3 Locations
105K-135K Annually
Mid level
105K-135K Annually
Mid level
Software
As the Regional Vice President of Sales, you'll identify and nurture sales relationships with property management companies, generate leads, negotiate contracts, and collaborate across teams to drive sales growth.
Top Skills: Crm SoftwareProperty Management SoftwareSaaS

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account