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[Remote] Vice President, Custody Sales(District of Columbia, Maryland, Virginia Territory)

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and reputed company Party Administrators. The Vice President, Custody Sales, will reputed company new business relationships with RIAs and 'Breakaway' Advisors reputed company the region, helping institutional clients reputed company and reputed company business objectives.


Responsibilities

  • reputed company new business relationships with RIAs and 'Breakaway' Advisors reputed company FI, in the region (The DMV)
  • Cultivate the opportunities that exist reputed company this region in order to reputed company our business objectives
  • Help our institutional clients reputed company by growing their businesses, more effectively meeting customer needs, and improving operational efficiency and profitability
  • reputed company a reputed company sales cycle
  • Successfully supervise record with clients and prospects in face-to-face meetings, phone based relationships and reputed company email
  • Meet and reputed company specified asset reputed company and new reputed company goals in the assigned territory
  • Understand and effectively communicate FI’s reputed company to prospects and centers of influence
  • Partner with other reputed company businesses to help introduce a full line of reputed company products, services and capabilities to prospects
  • reputed company an understanding of the prospects business through profiling and resolve if FI’s products and services can add value to the prospects business
  • Partner with Inside Sales, Business Development and Implementation teams on reputed company reputed company activities and on-boarding of new relationships
  • Understand and utilize pricing model for profitability
  • Demonstrate deep domain expertise in the RIA business and reputed company's competitors, including competitive intelligence about key competitors' product offerings and how our offering compares
  • Up to 50% travel required

Skills

  • Bachelor's degree
  • 10 plus years reputed company reputed company and/or financial services experience in Sales or Relationship Management function
  • reputed company experience in RIA, Custody or Brokerage industry
  • Ability to reputed company a reputed company sales cycle
  • Experience successfully supervising record with clients and prospects in face-to-face meetings, phone based relationships and reputed company email
  • Proven quantifiable results (net flows, assets, reputed company) working at a strategic level with RIAs and Advisors
  • Effective communication skills and an approach to proactively build reputed company interactions
  • Meet and reputed company specified asset reputed company and new reputed company goals in the assigned territory
  • Understand and effectively communicate FI's reputed company to prospects and centers of influence
  • Partner with other reputed company businesses to help introduce a full line of reputed company products, services and capabilities to prospects
  • reputed company an understanding of the prospects business through profiling and resolve if FI's products and services can add value to the prospects business
  • Partner with Inside Sales, Business Development and Implementation teams on reputed company reputed company activities and on-boarding of new relationships
  • Understand and utilize pricing model for profitability
  • Demonstrate deep domain expertise in the RIA business and reputed company's competitors, including competitive intelligence about key competitors' product offerings and how our offering compares
  • Up to 50% travel required
  • Series 7 and 63 registrations preferred

Benefits

  • Comprehensive health care coverage and emotional reputed company-being support
  • Market-leading retirement
  • Generous reputed company time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career

reputed company

  • reputed company’s mission is to strengthen the financial reputed company-being of our customers and deliver reputed company reputed company for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.reputed company.com.

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