Sell Fisher Investments wealth management solutions to high-net-worth prospects across New York and New Jersey. Responsibilities include converting qualified leads, evaluating prospective clients’ financial situations, educating them on investment offerings, conducting high-volume phone activity, and meeting prospects in person or virtually. The role includes ongoing training in finance, capital markets, portfolio management, and advanced sales techniques. Compensation begins with a $175,000 base and transitions to uncapped commission.
Overview
Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more.
This region includes New York and New Jersey.
The Day-to-Day:
- Convert prospects to clients by showcasing the Fisher difference
- Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
- Educate prospective clients on the variety of Fisher Investment’s 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
Your Qualifications:
- 5+ years experience working in financial services
- FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
- Multi-year track record of success driving results
- Experience in high-volume phone activity and in-person meetings
Compensation:
- This is a commission-first position with uncapped earning potential. Base pay starts at $175,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year’s management fees.
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Similar Jobs
eCommerce • Legal Tech • Professional Services • Software • Data Privacy
Conduct outbound consultation calls with clients about credit card processing, assess merchant needs, recommend cost-effective solutions, and convert leads into merchant account applications. Provide customer service, manage client relationships, communicate by phone and email, follow up on pricing quotes, and support other customer service teams. The role requires learning point-of-sale systems and credit card terminals while using consultative sales, negotiation, and problem-solving skills.
Top Skills:
Credit Card TerminalsPoint-Of-Sale Systems
Artificial Intelligence • Fintech • Information Technology • Logistics • Payments • Business Intelligence • Generative AI
Lead FP&A for global Value Services supporting Customer Success, Professional Services, Support, and related teams. Partner with the CCO, manage a team of three, own budgeting, forecasting, financial modeling, performance reporting, executive presentations, ad-hoc analysis, process improvements, headcount and spend controls to optimize margins and support strategic initiatives.
Top Skills:
AnaplanChatgptCopilotGeminiExcelPowerPoint
.png){kind=logo}
Artificial Intelligence • Fintech • Software • Financial Services
Own enterprise new-logo acquisition and expansion while personally closing complex, high-value deals and carrying an individual quota. Hire, coach, and develop Enterprise AEs and SDRs; establish forecasting, pipeline, conversion, and sales operating cadences. Partner with Marketing, Product, Customer Success, Partnerships, Legal, and Finance, while presenting performance and strategic recommendations to executives and the board.
Top Skills:
ChallengerChorusCommand Of The MessageForce ManagementGongHubspotLinkedin Sales NavigatorMeddpiccOutreachSalesloftZoominfo
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
