Regional Vice President, National/Retail 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 relationship development and drive growth across the retail and national channels in the East region. 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 partnerships. Key Responsibilities Sales & Relationship Management • Own and grow relationships with RIA firms 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 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 engagement models • Mentor and support internal sales team members on advanced sales strategies and investment positioning Qualifications Experience • 3-10+ years of experience in financial services, asset management, or annuity distribution • Proven success in 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 strategic 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 firm adoption and long-term revenue growth