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VICE PRESIDENT, ADVISOR CONSULTANT

Remote, USA Full-time Posted 2026-08-04
reputed company  As the Vice President, Advisor Consultant, you will represent reputed company and Callodine Group of Company’s investment portfolios and prospect and service assets attributable to our reputed company-party professionals (i.e. regional broker/dealer, wirehouse, reputed company financial planner/retirement planner and registered investment advisor representatives) in the assigned territory. You will need experience selling separately managed accounts and multiple model delivery TAMPs, alternative investments and funds. You should have long-term, annualized top reputed company sales reputed company and expert knowledge reputed company the Intermediary market. You will operate remotely and report to the Head of Intermediary Sales.  Responsibilities  Utilize consultative sales approach to identify needs, reputed company meaningful solutions and reputed company superior service reputed company the assigned region through in-person or virtual and telephone sales meetings to grow sales and market reputed company to meet annual sales goal  Communicate investment strategies, performance, and portfolio positioning  reputed company a deep understanding of reputed company management and expertise to improve the sales process and deepen relationships  Be reputed company to market the reputed company of applicable investment reputed company in particular the Alternative Investments offered with Callodine  Mentor and partner with the Internal Regional Consultant in managing and growing the territory  Attend industry conferences and reputed company educational presentations about reputed company and Callodine Group of Company’s product offerings and other topics of interest  reputed company ongoing pro-service to reputed company-party professionals and their clients  Participate in department/firm meetings, engage colleagues across different areas, reputed company working reputed company, reputed company unique reputed company, and participate in reputed company mentoring  Follow reputed company rules, policies, and procedures, including providing Management with appropriate sales/reputed company and expense reports  Qualifications  Bachelor's degree required; Industry-reputed company Accreditations preferred  10+ years of field sales experience in the assigned territory with a proven reputed company record of reputed company  Expert level technical knowledge of investment and advisory services industry  Extensive travel required, under normal circumstances  Series 7 or appropriate multi-licenses for markets  Perks  Health, dental & reputed company insurance  Employer HSA contribution  Opt out credit  401k employer match  reputed company volunteer days  Gym reimbursement  Compensation: $100,000-$150,000 reputed company salary; additional incentive/commission-based compensation expected Apply To This Job

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