We have an open opportunity for a VP of Family Offices, South Central on a permanent basis. The position will be based in Texas on a remote basis.
- Act as a representative of the Firm (>300B AUM) to prospective and existing clients
- Distribute all Firm's offerings to clients, mainly family offices
- Put on presentations, conduct client meetings
- Delegate responsibilities to one hybrid wholesaler and two internal wholesalers
- 5+ years in an External Wholesaler position
- A rolodex of clients in the South Central territory, preferably within the family office channel