Russell Tobin
Vice President Business Development
Russell Tobin, San Diego, California, United States, 92189
Overview
Position:
Vice President – Regional Business Development, Private Wealth Type:
Permanent Summary: This is a hybrid, territory-based position focused on business development in the Northern California region. The Vice President will be responsible for expanding relationships with financial advisors across RIAs, independent broker-dealers, and wirehouse channels. The role blends in-office work in San Diego with significant field engagement, including travel, events, and industry conference participation. Base pay range
$80,000.00/yr - $90,000.00/yr Key Responsibilities
Build and strengthen relationships with financial advisors across RIA, IBD, and wirehouse channels. Drive regional growth by positioning private market offerings within client portfolios. Deliver in-person/virtual presentations and host seminars, events, and conferences. Provide advisors with market updates, product guidance, and portfolio insights. Partner with internal teams for pipeline management, operations, and sales execution. Act as a subject matter expert on private markets, competitive positioning, and trends. Maintain compliance with FINRA, SEC, and internal policies in all sales activities. Qualifications
Prior inside sales/business development experience in alternative asset management. Active FINRA SIE, Series 7, and Series 63 licenses. Strong background in advisory services with measurable results. Excellent communication, relationship-building, and presentation skills. Proven ability to manage a territory and balance travel with virtual coverage. Deep interest and knowledge in alternative investments and private markets. Analytical, detail-oriented, organized, and proactive. Professional designations (CFA, CPA, CAIA) are preferred. Seniority level
Mid-Senior level Employment type
Full-time Job function
Business Development Sales Finance Industries
Investment Management Investment Advice Financial Services Referrals increase your chances of interviewing at Russell Tobin by 2x
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Position:
Vice President – Regional Business Development, Private Wealth Type:
Permanent Summary: This is a hybrid, territory-based position focused on business development in the Northern California region. The Vice President will be responsible for expanding relationships with financial advisors across RIAs, independent broker-dealers, and wirehouse channels. The role blends in-office work in San Diego with significant field engagement, including travel, events, and industry conference participation. Base pay range
$80,000.00/yr - $90,000.00/yr Key Responsibilities
Build and strengthen relationships with financial advisors across RIA, IBD, and wirehouse channels. Drive regional growth by positioning private market offerings within client portfolios. Deliver in-person/virtual presentations and host seminars, events, and conferences. Provide advisors with market updates, product guidance, and portfolio insights. Partner with internal teams for pipeline management, operations, and sales execution. Act as a subject matter expert on private markets, competitive positioning, and trends. Maintain compliance with FINRA, SEC, and internal policies in all sales activities. Qualifications
Prior inside sales/business development experience in alternative asset management. Active FINRA SIE, Series 7, and Series 63 licenses. Strong background in advisory services with measurable results. Excellent communication, relationship-building, and presentation skills. Proven ability to manage a territory and balance travel with virtual coverage. Deep interest and knowledge in alternative investments and private markets. Analytical, detail-oriented, organized, and proactive. Professional designations (CFA, CPA, CAIA) are preferred. Seniority level
Mid-Senior level Employment type
Full-time Job function
Business Development Sales Finance Industries
Investment Management Investment Advice Financial Services Referrals increase your chances of interviewing at Russell Tobin by 2x
#J-18808-Ljbffr