Sign upLog in
See more jobs

Regional Vice President

Advisors Asset Management
      30+ days ago

      Job Description

      Regional Vice President
      Alternative Investments Products
       
      The Advisors Asset Management (AAM) Alternative Investments Regional Vice President is responsible for leading the sales and marketing strategy for AAM’s alternative investment products within the assigned region.  This role supports a rapidly expanding suite of alternative solutions spanning multiple private market asset classes and investment structures, including both private placements and evergreen vehicles.
       
      The Regional Vice President will proactively develop and manage relationships across key U.S. wealth channels, including RIAs, financial advisors, and intermediary partners.  In addition, this individual will collaborate closely with AAM’s external wholesaling teams in the region to execute coordinated alternative investment sales initiatives, deepen existing relationships, and drive new business growth.
       
      Southeast Territory Available: North Carolina, South Carolina, Florida, and Georgia
       
      ESSENTIAL RESPONSIBILITIES:
      • Develop and execute a regional sales strategy for alternative investments, aligned with national goals 
      • Maintain and expand financial advisor relationships, especially in the RIA, wirehouse and private bank channels of wealth
      • Convey deep technical knowledge of Private Markets as well as AAM’s investment strategies and growing suite of alternative investment strategies
      • Organize and execute roadshows and field engagement events
      • Partner with AAM wholesale team to increase sales and advisor adoption
      • Attend various conferences and networking opportunities to expand the AAM Alternative Investments brand in the marketplace
       
      QUALIFICATIONS:
      • Self-motivated leader with proven sales skills and extensive market knowledge
      • Experience in external sales or wholesaling preferred
      • Proven track record of raising assets in Alternative Investments
      • Ability to travel and engage with advisors and clients
      • Ability to anticipate problems and overcome obstacles
      • Willingness to experiment and lead through business expansion and growth
      • Strong communications skills: oral, written and presentations
      • Ability to communicate between management, internal and external sales partners
      • Ability to collaborate across the firm
       
      EDUCATION and/or EXPERIENCE:
      • Required Education: Bachelor's Degree or equivalent experience
      • 10+ years of financial services industry and minimum of 3 years alternative investments sales experience
      • Existing RIA Relationships
      • Required Certifications: FINRA Series 7, 66
      • CFA, CFP, CIMA, CAIA, MBA a plus
       

      With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.

      The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.

      As of June 30, 2026, the brokerage and advised business at AAM represents approximately $14.1 billion in assets. (Assets under supervision represent $7.4 billion in UIT assets. The firm has $4.4 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.3 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.

       

      AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.

       

      Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.


      Numbers & Facts

      Location
      Websitehttps://www.aamlive.com

      Skills

      • Asset Managementunmatched
      • Brokerageunmatched
      • Business Administrationunmatched
      • Business Growthunmatched
      • Chartered Financial Analyst (CFA)unmatched
      • Chartered Institute of Management Accountants (CIMA)unmatched
      • Communication Skillsunmatched
      • Conferencesunmatched
      • Field Salesunmatched
      • Financial Planningunmatched
      • Financial Servicesunmatched
      • Fixed Income Investmentsunmatched
      • Inside Salesunmatched
      • Investment Managementunmatched
      • Investment Strategyunmatched
      • Marketing Strategyunmatched
      • Mutual Fundsunmatched
      • Partner Salesunmatched
      • Presentation/Verbal Skillsunmatched
      • Private Bankingunmatched
      • Regional Salesunmatched
      • Registered Investment Advisor (RIA)unmatched
      • Relationship Managementunmatched
      • Revenue Growthunmatched
      • Rich Internet Application (RIA)unmatched
      • Salesunmatched
      • Sales Strategyunmatched
      • Securities and Exchange Commission (SEC)unmatched
      • Series 7unmatched
      • Team Playerunmatched
      • Wholesale Industryunmatched
      • Willing to Travelunmatched
      • Writing Skillsunmatched

      Be found by employers

      5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

      Level up your application

      Professional resume templates

      Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

      Free resume templates

      Free resume builder

      Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

      Free resume builder