Vice President, Private Wealth

Income Research + Management•Texas, FL

1d•Hybrid

About The Position

The 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.

Requirements

8+ years in a business development role with a demonstrated ability to build relationships and generate sales
Robust existing private wealth network and demonstrated history of successfully cultivating new client relationships
Meaningful experience representing actively managed fixed income strategies, with strong fluency across fixed income products, including municipal securities
Experience with sales of separately managed accounts, ETFs, and other fund structures
Ability to analyze and use market data and investor feedback to formulate sales ideas
Outstanding interpersonal skills and professional presence
Strong communication skills - verbal, written, and listening
Ability to convey credibility, confidence, and trust
Team player with demonstrated ability to collaborate with others
Well organized, flexible, and adaptable
Active FINRA Licenses: Series 7 and Series 63
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.

Responsibilities

Grow 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 goals
Develop prospecting list for assigned region and market channel with guidance and oversight from the Head of Private Wealth
Conduct prospecting activity aligned with metrics-based sales goals including thought leadership, conference attendance, and meetings
Lead in-person and virtual sales meetings and make customized sales presentations featuring in depth knowledge of IR+M’ products and services
Forge 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 process
Successfully partner with Client Service Team colleagues on consultant relations and client cross-selling opportunities
Share market intelligence with the Client Service and Private Wealth Teams, as well as educate these Teams on the designated region and client segment

Benefits

Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capability
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with a safe harbor contribution (3%), a company discretionary contribution (12%), and a broad investment lineup
Tuition reimbursement of up to $15k annually
$5,000 Referral bonus for employees who refer new hires
Business-casual environment
Generous 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 year
Paid volunteer time — 2 days per calendar year
Leave 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 reimbursements
In 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.
Base Salary Range: $150,000 - $200,000
Annual Performance Bonus: This role is eligible for an annual performance-based bonus