REGIONAL DIRECTOR

Job Description

Job Description

Regional Director

RiverFront Investment Group is a global asset manager headquartered in Richmond, VA. We view culture as a differentiator and people as our greatest asset. We strive to create a collaborative, energetic work environment that supports associate growth. We have an unwavering commitment to excellence and meeting the evolving needs of our financial advisor partners and their clients.

Location: United States
Department: Sales & Distribution
Reports To: National Sales Manager
Travel Required: Yes – up to 75%

Job Summary:

We are seeking an experienced and dynamic External Wholesaler to represent our firm’s suite of Separately Managed Accounts (SMAs) to financial advisors and investment professionals within a defined geographic territory. The ideal candidate will be a strategic sales professional with a strong understanding of investment solutions and the advisor marketplace, particularly in the high-net-worth and fee-based space.

Key Responsibilities:

• Territory Management:
  Build and maintain relationships with financial advisors, RIAs, wirehouses, and independent broker-dealers within your assigned territory.
• Sales Development:
  Drive sales of SMA products by educating advisors on investment strategies, portfolio construction, and how our SMAs fit into client portfolios.
• Partnership with Internal Wholesaler:
  Collaborate closely with an internal wholesaler to create and execute territory business plans, schedule meetings, and ensure follow-up on opportunities.
• Client Education:
  Deliver compelling presentations, webinars, and one-on-one meetings to promote SMAs, providing market insights, product knowledge, and performance updates.
• Market Intelligence:
  Stay informed about competitor offerings, industry trends, and client feedback to inform product development and positioning.
• Sales Reporting:
  Maintain accurate and timely records of advisor interactions, pipeline activity, and territory results in Salesforce.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or related field.
• 5+ years of external wholesaling experience, preferably with a focus on SMA or other managed accounts.
• Series 7 and 66 (or 63 and 65) licenses required.
• Deep understanding of the wealth management landscape, including advisor segments and fee-based advisory models.
• Proven track record of sales success and territory growth.
• Strong presentation, communication, and relationship management skills.
• Ability to travel extensively and work independently.

Preferred Qualifications:

• CFA or CIMA designation (or progress toward one) is a plus.
• Experience with model portfolios, UMA platforms, or tax-optimized investment strategies.

Compensation:

• Competitive base salary plus performance-based commission or bonus.
• Full benefits package including 401(k), health insurance, and expense reimbursement.