FINRA Licensed Sales Director - Pasadena California

Company: VirtualVocations
Location: Pasadena, California
Posted On: 02/01/2025

A company is looking for a Consultant Relations Sales Director - National Account Manager.



Key Responsibilities

Develops communications strategy for engagement with consulting firms
Manages relationships with tier I consultants to position the organization as a preferred partner
Evaluates complex information requests and guides team members in preparing responses


Required Qualifications

Bachelor's degree or equivalent combination of education and relevant experience
10+ years of total relevant work experience
Series 7 and 3 licenses
Investment certification such as CFA, CAIA, or CFP is beneficial
Experience with record keeping platform sales or consultant relations is preferred More...

Register an account with us and set up job agents! We'll email you immediately when jobs like this are posted on our site.