Join Us As A VP Of Sales

Vice President of Sales – Left Brain Wealth Management

Location: Naperville, IL

Left Brain Wealth Management is seeking a dynamic Vice President of Sales to lead our client acquisition and business development efforts. We specialize in managing customized stock and bond portfolios for high-net-worth professionals with assets ranging from $2 million to $25 million. As a trusted financial advisor, we provide personalized investment strategies designed to help our clients grow their family fortune and achieve financial success.

Key Responsibilities

Develop and execute a strategic sales plan to attract high-net-worth individuals and families.

Cultivate relationships with affluent professionals, business owners, and executives.

Lead and manage the sales team to achieve and exceed revenue targets.

Collaborate with portfolio management and financial advisory teams to ensure seamless client onboarding and service.

Represent Left Brain Wealth Management at industry events, networking functions, and conferences.

Develop partnerships with complimentary industry participants to create a win/win opportunities.

Qualifications

Proven track record of success in financial services sales, preferably in wealth management, private banking, or investment advisory.

Experience working with high-net-worth clients and understanding their unique financial needs.

Strong leadership, communication, and relationship-building skills.

Ability to drive business growth and meet ambitious sales goals.

Bachelor’s degree in finance, business, or a related field; advanced degrees or certifications (CFP, CFA, CIMA) are a plus.

Why Join Us?

Opportunity to lead and shape the sales strategy of a growing wealth management firm.

Competitive compensation with performance-based incentives.

A client-centric, entrepreneurial culture that values innovation and excellence.

Work alongside a team of experienced investment professionals committed to delivering exceptional financial outcomes for our clients.

If you are a results-driven sales leader with a strong background in financial services and a passion for working with high-net-worth individuals, we want to hear from you!

Apply today to join Left Brain Wealth Management and help us build lasting financial success for our clients. Upload resume and salary requirements. We’ll be in touch if there is a fit.