Regional Vice President, Mutual Funds – West Territory

Equitable

. Develop and manage consultative relationships with National, Regional, and Insurance Broker Dealer advisors in the Western territory .

Posted 10/23/2026full-timeRemote • United StatesLead💰 $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing consultative relationships with advisors and managing investment sales opportunities. Proficient in utilizing Salesforce CRM for territory management and maintaining sales goals while effectively communicating with stakeholders.

Highest-signal resume keywords

FINRA Series 6 RegistrationFINRA Series 63 RegistrationFINRA Series 7 RegistrationSalesforce CRM ProficiencyMutual Funds Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment SalesConsultative Relationship ManagementMarket Share GrowthSales Goal AchievementBudget Management

Soft Skills

Communication SkillsInterpersonal SkillsOrganizational Skills

Tools & Technologies

Salesforce CRM

Certifications & Qualifications

Bachelor's DegreeCIMACFA

Industry Keywords

Investment ManagementMutual FundsWholesaler RoleAdvisor TrainingTerritory Management

About the role

Key responsibilities & impact

Develop and manage consultative relationships with National, Regional, and Insurance Broker Dealer advisors in the Western territory
Educate and train advisors on Equitable Investment Management model portfolios and 1290 Funds mutual funds
Assess advisor client needs to promote new products
Develop new producers while retaining existing producers to grow market share
Develop new relationships
Manage the territory and maximize investment business across multiple geographical areas
Utilize the internal sales desk to assist with territory management
Work with and train the Internal Wholesaler collaboratively
Use Salesforce CRM to log activity, maintain the pipeline, and analyze opportunities
Identify, create, and implement investment sales opportunities to attain sales goals
Communicate ongoing updates to the National Sales Manager
Manage a budget and submit timely expense reports
Identify, create, and implement investment fund and MPS model sales opportunities
Maintain sales goals
Travel up to 75% of the time

Requirements

What you’ll need

Bachelor's degree or equivalent professional work experience
FINRA Series 6 and 63 registrations active upon hire
FINRA Series 7 active upon hire or ability to obtain within 180 days of start date
Success in a previous direct sales or wholesaler role
Knowledge of Mutual Funds and Investment products
Located within the Western territory
Ability to travel up to 75%
Experience in local area market (preferred)
CIMA or CFA (preferred)
Demonstrated communication/interpersonal skills (preferred)
Proven computer, mobile device and organizational skills (preferred)

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
401(k) plan
Paid time off
Variable compensation
Growth opportunities
Internal mobility
Comprehensive compensation and benefits
Flexibility
Culture of collaboration and teamwork