Posted 68 months ago
Regional VP Wealth Sales
@ Bay Street Staffing
Ontario
Overview
Bay Street Staffing is hiring a full-time remote Regional VP Wealth Sales for a large global portfolio management firm with over $100 billion in assets under management. The role is outside sales focused on closing warm, pre-qualified high net worth leads, with no cold calling, and the firm covers home office and travel expenses. The base salary is $100,000, with average compensation of $300,000 to $350,000 and top producers above $500,000.
Responsibilities:
- Close warm, pre-qualified high net worth leads
- No cold calling or prospecting
- Focus on sales, with service handled by a dedicated team
- Travel to clients as needed
Requirements summary:
- MBA or CFA Level 1 completed, or CIM (or completion within 3 months)
- Licensed to sell and manage stock and bond portfolios
- Experience in high net worth sales
Tools & skills
Source and dates
Source type not verified · zoho
- Employer posting date
- 2021-04-05
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: moderate · ground: moderate |
| Work setting | Home, Client sites |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CIM |
| Education | Master’s degree (preferred) |
| Fields of study | Business administration |
| Perks mentioned | Home office allowance |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Bay Street Staffing
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Bay Street Staffing is Canada's leading boutique recruitment agency.
Full company description
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after matches between candidates and employers. Today’s challenging business climate demands that companies hire the best talent to maintain a competitive edge. Bay Street Staffing’s consultants offer specialized insight into local markets, employment trends, global networks and the impact on the Canadian workforce.
- LinkedIn followers
- 131,054
- People associated on LinkedIn
- 38
- Reported office locations
- 301 King St. West 2nd Floor, Toronto, ON M5V1J5, CA
- Other recorded names
- Bay Street Staffing
- Specialties
- Recruitment
- Human resources
- Talent Acquisition
- Sales
- Capital Markets
- Agile
- Fintech
- Scrum
- Team Management
- Agile Methodologies
- Marketing
- Social Media Marketing
- CIM
- Finance
- Securities
- Investments
- Business Development
- and Employee Engagement
- Profile identifies a recruitment agency
- Yes
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after…
| Field | Value |
|---|---|
| Industry | Staffing and Recruiting |
| Company size | 11-50 employees |
| Headquarters | Toronto, ON |
| Organization type | Privately Held |
| Year founded | 2010 |
| Specialties | RecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies |
| Open jobs on Jobsy | 40 |
| View page |
Regional VP Wealth Sales
Looking to focus 100% on HNW Wealth sales? Not interested in handling service requirements? Want to benefit from the support of corporate in; service, operations and marketing?
Firm: Large global portfolio management firm with over $100 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities preferences. Fee based platform that offers global portfolio management solutions.
Role: In this remote based outside sales role, you will be focused on closing warm prequalified HNW leads of high net worth clients that have already expressed interest in investing with this firm. There is absolutely no cold calling/prospecting in this role and the firm prefers that you just focus on closing the client leads that the firm provides.
A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
The firm actively markets their services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.
Work remote: The firm covers all home office expenses: computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account.
Compensation: $100,000 base salary with average compensation 300-350k and top producers at 500k+. Comprehensive Benefits program.
Requirements: MBA or CFA level 1 completed or CIM (or willing to complete the CIM within 3 months) & licensed to sell/manage portfolios containing stocks/bonds (not just mutual funds)
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