Regional Vice President
- Develop and execute a regional sales strategy for alternative investments, aligned with national goals
- Maintain and expand financial advisor relationships, especially in the RIA, wirehouse and private bank channels of wealth
- Convey deep technical knowledge of Private Markets as well as AAM’s investment strategies and growing suite of alternative investment strategies
- Organize and execute roadshows and field engagement events
- Partner with AAM wholesale team to increase sales and advisor adoption
- Attend various conferences and networking opportunities to expand the AAM Alternative Investments brand in the marketplace
- Self-motivated leader with proven sales skills and extensive market knowledge
- Experience in external sales or wholesaling preferred
- Proven track record of raising assets in Alternative Investments
- Ability to travel and engage with advisors and clients
- Ability to anticipate problems and overcome obstacles
- Willingness to experiment and lead through business expansion and growth
- Strong communications skills: oral, written and presentations
- Ability to communicate between management, internal and external sales partners
- Ability to collaborate across the firm
- Required Education: Bachelor's Degree or equivalent experience
- 10+ years of financial services industry and minimum of 3 years alternative investments sales experience
- Existing RIA Relationships
- Required Certifications: FINRA Series 7, 66
- CFA, CFP, CIMA, CAIA, MBA a plus
With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.
As of June 30, 2026, the brokerage and advised business at AAM represents approximately $14.1 billion in assets. (Assets under supervision represent $7.4 billion in UIT assets. The firm has $4.4 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.3 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.
AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit .
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.