✦ Luna Orbit — Sales & Business Development

Regional Vice President, Mutual Funds (Pittsburgh/WV/W New York)

at Transamerica

📍 Remote, US Remote Posted April 02, 2026
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Position Details

Type Full-Time
Experience executive
Exp. Years 5+ years
Education Bachelor’s degree in a business field or equivalent experience
Category Sales & Business Development

About this role

Regional Vice President, Mutual Funds leads sales growth and adviser relationships across a defined territory, requiring FINRA licenses, strategic collaboration, and field travel to drive growth in a remote-capable role.

Key Responsibilities

  • Develop new business and maintain existing relationships by conducting in-person sales meetings
  • Provide advisers with up-to-date information on Transamerica products and business building ideas
  • Reach out to prospective advisers within market to grow Transamerica’s sales and market share
  • Manage business in partnership with Internal Wholesaler
  • Stay current on Transamerica products

Technical Overview

Role emphasizes sales strategy, territory management, regulatory compliance, and use of technology to drive sales and track performance.

Ideal Candidate

The ideal candidate is an executive-level financial services sales professional with 5+ years of mutual funds experience, FINRA licenses (6/7/63), and a proven ability to manage adviser relationships and travel within a defined territory.

Must-Have Skills

Bachelor’s degree in a business field or equivalent experienceFive years of sales experience in the financial services industryFINRA Series 6 or 7and 63Outstanding communication and presentation skillsExcellent time management and organizational skillsAbility to work as part of a teamProficient using technology

Nice-to-Have Skills

Master’s degreeExternal wholesaling of financial services products

Required Skills

Bachelor's degree in business or equivalentfive years sales experience in financial servicesFINRA Series 67and 63communicationpresentationteamworktechnology

Hard Skills

Bachelor’s degree in Business or equivalentFive years of sales experience in financial servicesFINRA Series 6FINRA Series 7FINRA Series 63Excellent communication and presentation skillsProficient using technology

Soft Skills

communicationpresentationteamworktime managementorganizational skills

Certifications

Required

FINRA Series 6FINRA Series 7FINRA Series 63

Industry & Role

Industry Financial Services
Job Function Distribute Transamerica products for a defined territory, grow adviser relationships, and meet sales targets with compliance
Role Subtype Executive/VP Sales

Keywords for Your Resume

regional vice presidentmutual fundsremotefield travelfinancial servicesfinra 6finra 7finra 63sales experienceadvisersinternal wholesalerterritorycompliancecommunicationpresentationteamworktechnologyremote work

Deal Breakers

Lack of FINRA licenses (6/7/63), Less than 5 years sales experience in financial services, Inability to travel within defined territory

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