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Regional Vice President, Enterprise Partnerships (Investments)

Location: Remote / Hybrid

Employment Type: Full-Time

Reports to: SVP, Advisor & Firm Growth

Role Overview

DPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead enterprise relationship development and drive growth across the largest RIAs in the industry. This individual will operate as a strategic investment partner to advisory firms, combining deep investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions.

This is a high-impact, quota-carrying role focused on building C-suite relationships, influencing portfolio construction decisions, and driving large-scale enterprise partnerships.

Key Responsibilities

Enterprise Sales & Relationship Management

• Own and grow relationships with large RIA firms ($1B–$50B+ AUM) within an assigned territory
• Develop and execute a targeted business plan to drive membership adoption and product flows
• Establish credibility as a trusted investment resource to CIOs, Heads of Investment, and Financial Planning leadership
• Lead complex, multi-stakeholder sales cycles from initial engagement through close and onboarding
• Drive asset conversion opportunities (e.g., 1035 exchanges, new allocations) into fee-based annuity solutions

Investment-Led Consulting

• Serve as a subject matter expert on portfolio construction, retirement income strategies, and annuity integration
• Position annuities within broader investment frameworks (e.g., alternatives, fixed income replacement, income sleeves)
• Partner with firms to solve for client outcomes: income, downside protection, tax efficiency, and diversification
• Deliver investment-focused presentations to investment committees and advisor teams

Business Development & Market Presence

• Proactively source and engage new enterprise opportunities through networking, referrals, and industry presence
• Represent DPL at industry conferences, events, and executive meetings
• Identify and capitalize on trends across the RIA and wealth management landscape

Strategic Influence & Leadership

• Provide field insights to senior leadership on product gaps, competitive dynamics, and advisor needs
• Contribute to go-to-market strategy, including messaging, segmentation, and enterprise engagement models
• Mentor and support internal sales team members on advanced sales strategies and investment positioning

Qualifications

Experience

• 7–12+ years of experience in financial services, asset management, or annuity distribution
• Proven success in enterprise or institutional sales, particularly within the RIA channel
• Demonstrated ability to build and close large, complex deals with senior stakeholders
• Strong background in investments, portfolio construction, or retirement income strategies

Technical & Professional Expertise

• Deep understanding of:
  • Annuities (RILAs, fixed indexed, advisory solutions)
  • Investment portfolios and asset allocation frameworks
  • Retirement income planning and tax-aware strategies
• Ability to translate complex investment concepts into clear, compelling client solutions

Licensing & Education

• Bachelor's degree required (Finance, Economics, or related field preferred)
• FINRA Series 6/7 and 63 (or ability to obtain)
• Life & Health Insurance licenses required
• CFA, CFP, or CAIA designation is a strong plus

Key Attributes

• Executive presence with the ability to engage C-suite and investment committees
• Highly self-motivated with a "must win" mentality and ownership mindset
• Strong communicator with the ability to influence both technical and non-technical audiences
• Strategic thinker who can operate at both enterprise and tactical levels

Travel

• Travel required up to 30–40%, focused on client meetings, conferences, and key events

What Success Looks Like

• Consistent achievement of sales and asset growth targets
• Expansion of DPL's footprint within top-tier RIA firms
• Recognition as a go-to investment partner for advisors and home offices
• Measurable impact on enterprise adoption and long-term revenue growth