Regional Director - Western Region 

Role and responsibilities:

  • Develop new and build upon existing relationships within the territory. The strategy includes developing and implementing a business plan to identify opportunities
  • Grow IVA Funds’ market share within a large geographic territory across all channels
  • Work in conjunction with the Regional Associate to develop a plan to generate greater sales, higher asset levels and improved client service
  • Clearly communicate and understand IVA’s unique investment philosophy, process, objectives and positioning
  • Assist clients with sales and marketing material, product analysis and problem resolution in a professional and timely manner
  • Work effectively with team members as well as internal firm management and stakeholders
  • Fulfills in a timely manner required administrative/team responsibilities such as CRM/Call reporting, expense reports, conference calls and meetings


  • Genuine passion for the investment management industry; remains informed of changes in the industry, landscape and regulatory environment
  • Strong organizational skills. Ability to utilize or adapt to technology such as CRM system. Ability to improve the efficiency of market through assessment of territory data
  • Excellent communication skills, both written and verbal. The ability to articulate ideas, opinions and solutions in a clear, concise and professional manner while encouraging honest and open communication
  • Proven presentation skills
  • Ability to manage business activities such as schedule, expenses, budget, compliance, reporting, etc.
  • Ability to tailor communication of IVA process and philosophy to clients of varying levels of investment sophistication
  • Personal leadership skills, ability to be self-motivated and work remotely
  • Collaborates well with peers and other key stakeholders. The ability to develop positive, professional, and respectful relationships
  • Extensive travel within territory as well as occasional industry conferences and NY office visits
  • Bachelor’s degree
  • 5+ years of investment management sales experience (mutual funds preferred), with a proven track record of success
  • FINRA Series 7 & 63 licenses


To Apply:  Please forward resume and cover letter to [email protected]


 For general career inquiries please contact IVA Careers by email and attach your resume.