Fisher Investments Logo

Fisher Investments

Regional Vice President of Sales (Ohio Valley)

Posted One Month Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
175K-175K Annually
Senior level
Remote
Hiring Remotely in United States
175K-175K Annually
Senior level
Sell Fisher Investments wealth management solutions to high-net-worth prospects across Ohio, West Virginia, and Pittsburgh. Responsibilities include converting qualified leads, evaluating prospects’ financial situations, presenting investment offerings, conducting high-volume phone activity and in-person or virtual meetings, and completing ongoing training in sales, finance, capital markets, and portfolio management. This home-office role includes local territory coverage and uncapped commission potential.
The summary above was generated by AI
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. 


The Ohio Valley Region includes the following states: Ohio, West Virginia, and Pittsburgh, Pennsylvania. 


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

An Hour Ago
Easy Apply
Remote
United States
Easy Apply
204K-290K Annually
Senior level
204K-290K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services
Lead the architecture and technical strategy for Affirm’s high-volume observability platform. Design telemetry pipelines and sampling strategies, improve reliability and cost efficiency, integrate observability into AI-assisted development, and drive platform adoption across engineering teams. Remain hands-on while mentoring six engineers, leading cross-functional initiatives, establishing engineering standards, and overseeing monitoring, alerting, on-call operations, and system availability.
Top Skills: Apache FlinkAWSKafkaKotlinKubernetesMySQLOpentelemetryPythonTerraform
An Hour Ago
Easy Apply
Remote
United States
Easy Apply
101K-165K Annually
Senior level
101K-165K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services
Lead and coordinate co-marketing campaigns with merchant partners across onsite, offsite, affiliate, and emerging channels. Manage partner relationships, campaign execution, performance optimization, budgets, compliance, RFPs, and cross-functional coordination. Analyze results to improve investment, revenue, GMV, acquisition, engagement, and lifetime value. Collaborate with sales, product, growth, creative, media, legal, and compliance teams across North American markets.
Top Skills: Affiliate Marketing PlatformsAffiliate Tracking PlatformsOffsite MediaOnsite Marketplace PlacementsPaid MediaPerformance Analytics Tools
An Hour Ago
In-Office or Remote
128K-179K Annually
Senior level
128K-179K Annually
Senior level
Artificial Intelligence • Fintech • Information Technology • Logistics • Payments • Business Intelligence • Generative AI
Leads Customer Success revenue operations, including renewal forecasting, retention and expansion planning, customer health analytics, capacity planning, performance management, reporting, and process optimization. Partners with Customer Success, Finance, Revenue Operations, IT, and other teams to standardize operating models, improve data accuracy, and drive revenue effectiveness across the post-sales organization.
Top Skills: ClariCloud PlatformsGainsightExcelSalesforceTableau

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account