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

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