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Responsible for business development in institutional sales, managing relations with institutional clients, and implementing strategic sales plans to grow the firm's business across multiple asset classes.

The role involves engaging new and existing clients, driving sales of investment products, maintaining relationships, and conducting activities through various communication methods.

The Regional Director will drive sales strategies and expand customer base in Southern California, overseeing a sales team to achieve targets.

The Regional Vice President drives retirement plan sales across the Pacific, supporting plans from start-up to $30M, focusing on consultative sales support and collaboration with financial advisors and internal teams.