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RMG Associates is an executive search firm specializing in Private Wealth Management.
Our clients are Family Offices, Multifamily Offices, Private Asset Management firms,
and independent “boutique” firms servicing High Net Worth/Ultra High Net Worth family clients


All applications and inquiries will be held in the strictest of confidence.


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>>Regional Sales Executive

Location:  Seattle, WA

We have been retained by the family office division of a top 10 US-based financial institution that is among the most reputable firms in the industry.  They are seeking a Regional Sales Executive to be based in Seattle, WA.
 
This is a new position for one of the fastest growing family wealth advisory groups in the financial industry.  The Regional Sales Executive (RSE) will be the first hire for the region and he or she will develop new ultra-high-net-worth (UHNW) client business for the Pacific Northwest.  The RSE will be the division’s lead in the region and must be comfortable working independently as well as collaboratively with peers from other regional offices.
  
The cultural fit for this role is crucial and they are seeking a genuine, unpretentious, down-to-earth leader.
The family office team is a group of intellectually curious, driven individuals who encompass a fun and energetic culture with positive interactions.  This is a flat organization that does not put emphasis on titles or corporate status.  The RSE should have “presence” and yet be authentic, with the ability to connect with people. 
  
Excellent interpersonal skills as well as a proven record of successful client engagement are required.   Qualified candidates should have knowledge in subject matters that apply to the family wealth segment and be well connected with centers-of-influence.  Candidates who have knowledge and experiences in the wealth industry, philanthropy, technology, or another area relevant to family wealth clients are highly desirable. 
  
The resources, reputation, platform, and capabilities of this family office division are impeccable.  The group has grown by 10x in the past six years, with very little turnover.  Regional Sales Executives are expected to actively contribute to the growth of the group—not just by bringing in new clients, but with ideas and thought leadership as well.  Select duties and responsibilities include among others:       
  • Develop strategic regional business plan; build strong referral network of important centers of influence and seek prospects through COIs and relationships.
  • Manage entire sales process from developing an opportunity, to presentations, etc., to closure.
  • Partner with team members to successfully integrate into a strong collaborative culture; work in a team environment with subject matter experts to help close business
  • Implement marketing programs to drive awareness and lead generation initiatives for both direct and influencer business
  • Provide thought leadership to senior management/national team on ideas for the ultra-affluent market; take a leadership role in shaping and growing the family wealth division

  
Experience:
  • 7-10+ years of complex, strategic sales experience in family wealth, wealth management, technology, philanthropy, or other areas affiliated with private family wealth.
  • Series 7, 65 (or willing to obtain)
  • Certifications a plus, CFP®, CFA, CPWA, etc.
  • Candidates with expertise in technology and philanthropy, in addition to business development, are encouraged to apply in order to help grow the team’s knowledge base and client offerings.  

  
For confidential consideration, please send a resume to Jeannie Hwang at jeannie@rmgassociates.com.  Candidates or referral sources who wish to discuss confidentially may call Buzz Bray at 206-402-3401.