Zacks Investment Management · 1 day ago
Regional Vice President of Sales
Greater Phoenix Area
Full-time
Hybrid
Senior Level, Lead/Staff
$0/yr - $200K/yr
10+ years expZacks Investment Management is a Chicago-based RIA managing over $18 Billion for investors. The Regional Vice President of Sales will present wealth management solutions to high-net-worth prospects and convert them into clients, utilizing a provided lead flow without cold calling.
Asset ManagementFinancial ServicesInformation TechnologyRetirement
Hiring Manager
Marisa Stewart
Responsibilities
Present Zacks wealth management solutions to high-net-worth prospects
Convert prospects to clients by showcasing the Zacks portfolios and difference
Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
Educate prospective clients on the variety of Zacks offerings
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
Home office position with the expectation to meet prospects face-to-face or virtually in your local territory
Qualification
Required
10+ years' experience working in sales or financial services
Experience working at Brokerage, RIA Sales, Institutional sales or Investment Research Sales
Experience meeting clients in person up to 3 days a week
Multi-year track record of success driving results
Experience in high-volume phone activity and in-person meetings
Preferred
FINRA Series 65 or a combination of FINRA Series 7 and 66 highly preferred
Company
Zacks Investment Management
Zacks Investment Management is an Illinois-based wealth management solutions provider.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
DON RALPH
Chief Financial Officer
Frank C. Lanza
Chief Compliance Officer
Recent News
Mac Daily News
2025-11-12
2025-10-17
Company data provided by crunchbase