Vice President, Private Wealth

Open Position: Vice President, Private Wealth - South (Florida to Texas)Job DescriptionThe VP, Private Wealth is a senior business development professional responsible for driving new asset growth and expanding IR+M's presence across the Southern U.S. private wealth market. This individual will develop and execute a strategic territory plan focused on RIAs, family offices, and investment consultants, while clearly and confidently articulating IR+M's active, research-driven fixed income philosophy, portfolio construction framework, and risk management approach.The role requires a demonstrated track record of business development within the region, deep relationships across the private wealth channel, and meaningful fluency in fixed income markets. The successful candidate should be capable of engaging CIOs, investment committees, and consultants in substantive discussions regarding fixed income markets, IR+M's products and performance drivers. The VP will collaborate closely with the Private Wealth Team and internal client service partners to deliver a coordinated and high-impact sales effort.This role will report to the Head of Private Wealth and will be based in, and cover, the geographic region spanning from Florida to Texas.ResponsibilitiesGrow the private wealth business by building partnerships with key RIAs, family offices, and consultants to increase IR+M brand awareness and meet Private Wealth team sales goalsDevelop prospecting list for assigned region and market channel with guidance and oversight from the Head of Private WealthConduct prospecting activity aligned with metrics-based sales goals including thought leadership, conference attendance, and meetingsLead in-person and virtual sales meetings and make customized sales presentations featuring in depth knowledge of IR+M' products and servicesForge strong partnerships with the Head of Private Wealth, other members of the Private Wealth Team, and strategic sub-advisory partners, as well as Client Service and Investment Team professionals who participate in the sales processSuccessfully partner with Client Service Team colleagues on consultant relations and client cross-selling opportunitiesShare market intelligence with the Client Service and Private Wealth Teams, as well as educate these Teams on the designated region and client segmentRequired Skills and Experience8+ years in a business development role with a demonstrated ability to build relationships and generate salesRobust existing private wealth network and demonstrated history of successfully cultivating new client relationshipsMeaningful experience representing actively managed fixed income strategies, with strong fluency across fixed income products, including municipal securitiesExperience with sales of separately managed accounts, ETFs, and other fund structuresAbility to analyze and use market data and investor feedback to formulate sales ideasOutstanding interpersonal skills and professional presenceStrong communication skills - verbal, written, and listeningAbility to convey credibility, confidence, and trustTeam player with demonstrated ability to collaborate with othersWell organized, flexible, and adaptableActive FINRA Licenses: Series 7 and Series 63What we offer youJoining the IR+M team is an opportunity to experience a unique and exciting culture and work environment. On a daily basis our employees are encouraged to personify our Core Values; working in a manner that emphasizes investment, respect, positivity, and motivation across the business and in delivering results for our clients.We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capabilityMedical, dental, vision and life insuranceRetirement savings – 401(k) plan with a safe harbor contribution (3%), a company discretionary contribution (12%), and a broad investment lineupTuition reimbursement of up to $15k annually$5,000 Referral bonus for employees who refer new hiresBusiness-casual environmentGenerous paid time off upon hire – including 20 days of vacation, 2 wellness days, unlimited sick time plus eight paid company holidays and 2 floating days each calendar yearPaid volunteer time — 2 days per calendar yearLeave of absence programs – including paid parental and family leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)Fitness, health, and composting reimbursementsIn addition to the opportunity to participate in a discretionary bonus program, the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience, licensure requirements, certifications, skill set, and other business and organizational needs.Annual Performance BonusThis role is eligible for an annual performance-based bonus.Applicants must be authorized to work in the U.S. for any employer. IR+M is unable to sponsor or assume sponsorship of employment visas.#J-18808-Ljbffr