Regional Vice President, External Wholesaler – West Coast
Non-disclosed Los Angeles, United StatesRegional Vice President, External Wholesaler – West Coast
Regional Vice President, External Wholesaler – West Coast
Location: West Coast (Remote)
Reports to: Head of Sales
Overview
An investment management firm which focuses on ETFs is looking to hire a Regional Vice President to expand sales efforts throughout the West Coast. This role is ideal for a player-coach with deep ETF expertise, strong advisor relationships and a proven ability to both produce and elevate a growing sales team.
The Regional Vice President will be responsible for expanding the firm's footprint with RIAs, Family Offices and independent broker dealers throughout the West Coast region while helping to scale a high-performing distribution platform during a critical growth phase.
Responsibilities
-
- Grow assets under management throughout the West Coast territory
- Develop, maintain and deepen relationships with RIAs, broker dealers, family offices and institutional advisors
- Serve as a player-coach, balancing direct production with mentoring and supporting junior sales talent
- Lead territory strategy including prioritization of key firms, platforms, and gatekeepers
- Represent the firm's ETF product offerings at road shows, due diligence meetings, conferences and advisor events
- Partner closely with internal sales, capital markets and marketing teams to drive effective execution
- Deliver clear, compliant product positioning and portfolio construction insights to advisors
- Provide ongoing market intelligence, competitive insights and feedback to senior leadership
Requirements
-
- 7 – 10+ years of experience in ETF, asset management, or investment distribution
- Demonstrated success in an external wholesaler or regional management role
- Substantial existing advisor relationships across the West Coast
- Prior experience in a player-coach or team leadership capacity strongly preferred
- Deep understanding of ETF structure, trading dynamics, liquidity, and portfolio applications
- FINRA Series 7 and Series 63 required (Series 65/66 a plus)
- Strong consultative selling skills with the ability to engage sophisticated advisors
- Self-starter mindset with high accountability and entrepreneurial energy
Please Stay Alert to Potential Scams
We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.
If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.
Instead, please report the message to our support team at support@efinancialcareers.com.
It is advisable to always verify job offers directly with the hiring company.
