Zacks Investment Management

Business Development Regional VP

Chicago, IL

Zacks Investment Management is a leading, independent wealth management firm, with an expertise on earnings and using earnings estimates in the investment process.  We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S.  

We are seeking a Regional Vice President of Business Development, to be responsible for developing new client relationships within your assigned territory. Your business building efforts are directly supported by your appointment setting team, personal admin support, dedicated client service teams, direct access to our Investment Committee (headed by Mitch Zacks), world class marketing and more. You will have clear weekly, monthly and quarterly sales goals to achieve. Additionally, Zacks provides awards and recognition for your exceptional sales results, formal training programs designed to educate in all areas of the capital markets, portfolio management, sales, and financial products.

Core Job Functions:

  • Communicate and meet with individual investors who have responded to the firm’s marketing and advertising efforts
  • Describe Zacks’ philosophy and investment strategy using a highly professional approach
  • Facilitate the asset acquisition process with qualified high net-worth investors
  • Work independently, manage time and resources effectively


  • Subsidized Medical, Dental, Vision Insurance
  • 401K Plan
Zacks Investment Management

Barry Wheeles

Managing Director, National Sales
use your email instead