Vice President of Sales

Job not on LinkedIn

🕒 September 29

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 15%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Valiant

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2002

🤝 B2B

📣 Marketing

B2B • Marketing

Valiant is a B2B brand strategy and branding agency based in Farnham, Surrey and London. For over 15 years it partners with organisations across the UK, Europe and globally to define brand positioning, manage rebrands, design brand identities, build B2B websites and deliver integrated campaigns. Valiant focuses on strengthening brands for businesses in manufacturing, technology, healthcare and renewables, delivering measurable commercial results through brand strategy, identity systems, websites and campaigns.

📋 Description

• Develop and execute strategic territory and business development plans to drive fundraising and advisor engagement • Build and maintain relationships with financial advisors, RIAs, broker-dealers, and family offices • Educate financial professionals on tax-advantaged investment strategies and alternative investment structures • Present investment opportunities, market updates, and portfolio strategies to prospective advisor networks • Explain how alternative investments may complement broader tax, income, and wealth-planning objectives • Develop advisor relationships focused on serving accredited investors, business owners, executives, and high-net-worth individuals • Identify opportunities involving oil and gas investments, private placements, and other tax-advantaged alternative strategies • Conduct virtual and in-person meetings, presentations, educational sessions, and networking events • Identify new business opportunities and cultivate long-term strategic partnerships • Maintain consistent communication with advisors and referral partners throughout the sales process • Collaborate with internal leadership, operations, and compliance teams to support advisor onboarding and relationship management • Maintain accurate CRM records, pipeline reporting, and sales activity tracking • Represent Valiant Funds at conferences, industry events, and networking opportunities

🎯 Requirements

• 5+ years of experience wholesaling alternative investments, tax-advantaged products, private placements, or similar investment strategies required • Strong understanding of tax-advantaged investments and alternative investment products • Existing relationships with registered representatives, RIAs, broker-dealers, and/or family offices required • Proven success in capital raising, business development, and advisor relationship management • Ability to communicate complex investment and tax-related concepts clearly to financial professionals • Excellent communication, presentation, and interpersonal skills • Entrepreneurial mindset with strong self-management abilities • Ability to work independently within a remote environment • Willingness to travel as needed for advisor meetings, conferences, and events • Experience with oil and gas, private placements, REITs, DSTs, or other tax-sensitive investment strategies strongly preferred • FINRA Series 7 and Series 63 licenses preferred • Bachelor's degree in Finance, Business, Marketing, Accounting, Tax, or a related field preferred • Knowledge of CRM platforms and investor relationship management systems preferred

🏖️ Benefits

• Competitive compensation structure with performance-driven incentives • Flexible remote work environment • Access to leadership support, operational infrastructure, and marketing resources • Opportunity to collaborate with experienced professionals in the alternative investment industry • Opportunity to build relationships around tax-advantaged investment and wealth strategies • Growth-focused and relationship-driven culture

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