FINRA Licensed Sales Director - Pasadena California

Company: VirtualVocations
Location: Pasadena, California
Posted On: 02/03/2025

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...

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