West Coast Regional Director, Wealth Management
Hiive(1 month ago)
About this role
The West Coast Regional Director, Wealth Management at Hiive is responsible for driving business growth by sourcing and expanding relationships with influential financial institutions, including banks and family offices. This sales-focused role involves executing regional strategies, educating advisors on pre-IPO stock offerings, and managing territory performance using CRM tools like Salesforce. Ideal candidates will have a strong sales track record in investment products, excellent communication skills, and the ability to thrive in a fast-paced, entrepreneurial environment.
Required Skills
- Sales Strategy
- Relationship Building
- Market Expertise
- Secondary Market Knowledge
- Client Interactions
- Territory Management
- Performance Tracking
- Data Analysis
- CRM Management
- Industry Networking
+7 more
Qualifications
- Bachelor's degree
- FINRA Series 7 license
- FINRA Series 63 license
About Hiive
www.hiive.comHiive is a marketplace designed for buying and selling pre-IPO stock, aimed at facilitating liquidity in private markets. Focused on venture capital-backed companies and their shareholders, Hiive provides a transparent and efficient platform for seamless transactions. Its services are designed to unlock private market opportunities while ensuring market transparency for all participants.
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