Vice President
Where
- San Francisco, CA
What you'll be doing
- The client company is seeking an established and experienced investment management sales professional responsible for driving sub advisory relationship with other sec and state registered investment advisory firms, financial planning firms, multifamily office, consultant and institutional client. Employing a consistent interface, telephonically and in person, with local and regional rutger integrated administrative system, financial planner, certified public accountant and other gatekeeper delivering impactful sale presentation, participating in appropriate regional conference and attending and possibly presenting at targeted symposium. Perform all other assigned task as required.
What your background should be
- Experience marketing sophisticated investment concepts and strategies. Ability to operate with a high level of professionalism and accountability. Ability to develop relationship with independent financial advisor. Exceptional sale presentation skill and strong verbal and written communication skill.
Required Schooling / Training
- Undergraduate degree required
Who is the client company
- This is an independent registered investment advisory firm.
- If you are interested in this position, send your resume to apply@kochdavis.com
