Hiive

The marketplace for private stock. Trade unicorns online.

West Coast Regional Director – Wealth Management

DirectorDirectorFull TimeRemoteLeadTeam 51-200H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

90 days ago

Salary

$350K - $1,000K / year

Seniority

Lead

Bachelor DegreeEnglish

Job Description

• Develop and execute a regional sales strategy consistent with growth goals, driving the overall sales in the territory and expanding the firm's footprint across the West Coast Wealth Channel. • Building expertise in the secondary market for pre-IPO securities; understanding market dynamics, key participants, and the role of Hiive. Educating advisors on current and new alternative investment solutions, market conditions, and the firm's sophisticated marketplace offering. • Cultivate and Strengthen Advisor Relationships through high-quality interactions, proactive outreach, follow-up on new business, and superior service and support. • Effectively manage the assigned territory, tracking performance, identifying trends, and implementing data-driven approaches for improved results. • Maintain and leverage CRM (Salesforce) to track all sales activities, analyze data, and optimize engagement and outreach strategies. • Attend meetings, industry events, and conferences to meet potential clients and represent the firm.

Job Requirements

  • Consistently exceeded annual sales goals and targets quality client contacts, demonstrating sales leadership in new product launches and maintaining a diversified business mix.
  • Possesses a strong understanding of investment products and can proficiently communicate how complex investment solutions fit into an asset allocation.
  • Requires a Bachelor's degree and mandatory FINRA Series 7 & 63 licenses.
  • Persuasive sales professional with demonstrated success in developing deep client relationships combined with exceptional verbal and written communication abilities.
  • Thrives in a dynamic, entrepreneurial, and rapidly growing organization, demonstrating a strong interest in alternative investments and capital markets.

Benefits

  • Highly competitive salary commensurate with experience and contribution.
  • Opportunity to participate in ownership of a rapidly growing early-stage startup through our employee stock option plan.
  • An engaging social calendar, including bi-weekly catered lunches, bi-weekly “Friday bar,” team workouts, annual summer party, and holiday party, two “onsite” all-team retreats each year, semi-annual team-building events, and Hiive Womens’ Network events.
  • Significant opportunities for growth into team leadership and management roles.
  • Entrepreneurial culture and a small and dynamic team.

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