If you searched Superstar Sourcing for RVP Mutual Funds Distribution (with 2 additional requirements) on December 21, 2025 you'd find 300 great candidates

B**** H****

Regional Vice President - ETF Specialist, Midwestern U.S. at Allianz

This candidate holds the exact title of Regional Vice President, has direct wholesaler experience, and confirms both required licenses, making them a near-perfect fit. Allianz RVP → Pacific Life Sr RVP → Invesco Sales Consultant, Series 7/63 active. Excellent.

R**** C****

/ REGIONAL DIRECTOR, ADVISOR & INTERMEDIARY SOLUTIONS at Russell Investments

This Regional Director has experience spanning asset management sales roles, explicitly holds both required licenses, and covers advisory/intermediary sales which aligns closely with distribution. Russell Investments/Wells Fargo experience, holds Series 7, 63, 66, CIMA. Excellent.

T** G****

Excellent fit, this candidate explicitly lists VP/Regional VP, External Wholesaler roles, Mutual Funds experience, and holds all required licenses (6, 7, 63, 65). Westwood → Prudential → The Hartford → Invesco (22 years). Excellent.

T**** R****

Regional Vice President Wholesaler at Brighthouse Financial

This candidate explicitly lists RVP Wholesaler experience, holds Series 7/63, and has internal wholesaling background, matching most requirements. Hybrid RVP at Brighthouse → RVP Wholesaler at Brighthouse, holds necessary licenses. Strong.

S**** M****

Relationship Manager at Empower

This individual has direct external wholesaler experience, holds both Series 7 and 63 licenses, and has held consultant roles, demonstrating very strong relevancy despite the current title being Relationship Manager. Successful hybrid wholesaler (PGIM) and external wholesaler (GE Money), holds Series 7 and 63, now Relationship Manager at Empower. Strong.

K**** E****

Vice President & National Sales Manager - Retirement Team at American Century Investments

Has high-level VP experience, specifically leading Institutional Sales and various distribution sales roles (DCIO/WM), which strongly aligns with the distribution aspect, although the specific RVP title isn't current, the level is very high. Ex-Merrill Lynch → American Century Investments leadership roles, VP/National Sales Manager, significant certifications. Excellent.

C**** B****

Vice President- Advisor Engagement

This candidate has extensive VP-level experience in advisor engagement, sales growth, and product placement, including the required licenses. Accomplished B/D and Asset Management professional with VP roles across multiple firms, holding Series 7 & 63. Osaic VP → MetLife Sales Desk Manager → MassMutual Consultant → Rothschild VP, 25+ years experience. Excellent.

T** B****

Business Development & Wholesaling Executive

Strong match with multiple RVP roles, explicit mutual fund experience, wholesaling background (Internal/External), and possession of both Series 7 and 63 licenses. Shopoff Realty Investments → John Hancock → Wells Real Estate Funds, 33 years span. Excellent.

A*** C****

Vice President, Institutional Sales at Fidelity Investments

Excellent fit, currently holds RVP title with direct Institutional Sales experience, Series 7 and 63. Fidelity Investments → John Hancock Investment Management → Fidelity Investments, serving in VP Institutional Sales role. Excellent.

R**** M****

Director-Global Client Group at Four Wood Capital Partners

This candidate has extensive, explicit experience as a Regional Vice President and External Wholesaler for major asset managers, fitting nearly all criteria except license verification for 63. ING RVP → BlackRock RVP → Four Wood Director, successful wholesaling career over $1.4B. Excellent.

J**** H***

Regional Vice President at Purshe Kaplan Sterling Investments (PKS)

This person clearly holds the Regional Vice President title and has extensive documented experience as a Wholesaler across multiple firms covering broad sales distribution. Mutual Funds distribution is implied through these roles, but licenses are unverified. RVP title → RVP-Wholesaler → Platform Channel Wholesaler, 27 years total. Strong.

K**** G***

VP Retirement and Investment Strategies at FTB Advisors

This candidate explicitly confirms holding Series 7 and 63 licenses and has deep VP level experience supporting advisors with investment products, strongly aligning with the core requirements despite the title focusing on Retirement Strategies internally. VP Retirement/Investment Strategies at FTB/First Horizon/Fidelity, 54 years experience, holds Series 7/63. Excellent.

R**** K***

Regional Vice President of Sales at Global Atlantic Financial Group

This candidate explicitly lists the RVP title and holds all required licenses, suggesting a strong match despite some roles being in insurance/annuities, which often overlaps with mutual fund distribution. RVP Sales at Global Atlantic → Marketing Consultant at Lincoln Financial → Sales Consultant at Prudential → RVP at Global Atlantic, holds Series 7, 63. Excellent.

P*** C****

Associate Vice President, Private Wealth Advisor with Capitol Wealth Management Group at Morgan Stanley Private Wealth Management

Excellent match: has RVP experience, Institutional Sales experience, Wholesaler experience (Internal Wholesaler), and is a VP level professional, though specific license confirmation is pending/implied by prior roles. Internal Wholesaler at Sun Life → VP Institutional Sales at AIG → RVP at Sun Life → AVP at Morgan Stanley. Excellent.

S**** C****

Regional Vice President | External Wholesaler | History of increasing market share and exceeding sales goals

This person is an excellent fit, holding the title of RVP, having external wholesaling experience, and possessing all required licenses. Sr. RVP at Invesco US → RVP at Invesco. Holds Series 7 & 63. Excellent.

R**** B****

Regional Investment Consultant

Excellent fit, showing direct past Regional Vice President experience, strong mutual funds background, confirmation of institutional/distribution channels, and holding both Series 7 and 63 licenses. RVP at John Hancock (3+ years) → Regional Investment Consultant at New York Life (13 years); explicitly mentions Mutual Funds and various distribution channels; holds Series 7, 63, 66. Excellent.

B*** B****

Senior Level Financial Services Sales Professional

Excellent background aligning strongly with RVP, Mutual Funds Distribution, Institutional Sales, and Wholesaling, with significant leadership noted. Missing explicit license confirmation but senior sales management suggests high probability. Financial Advisor → Wholesaling/Divisional Sales Management (NYL/Mainstay/Pyxis), supervised RVPs, distributed mutual funds. Strong.

P*** O****

Regional Vice President at Principal Funds Distributor

This person explicitly holds the exact title requested and works for a funds distributor, strongly implying mutual fund distribution; however, the experience details are heavily lacking for wholesale/institutional confirmation and specific license validation beyond the implied context. Regional Vice President at Principal Funds Distributor. Excellent.

A*** W****

Senior V.P. of Business Development at Silver Oak Securities, Inc.

Excellent fit with multiple RVP roles focused on wholesaling annuity products to broker-dealers, and holds all required licensing. SVP at Silver Oak → RVP at ING/Integrity/Jackson, 31+ years experience, holds 7/63. Excellent.

D**** Z****

Sales Executive| Strategic Business Development Leader| Account Management| Financial Services

This candidate has the right licensing, high-level VP sales experience, and sells institutional retirement services, strongly suggesting relevant distribution/sales exposure. Fidelity Investments (VP Sales, Institutional Retirement focus). Strong.

J**** R***

Vice President | Market Leader | Senior Advisor Consultant | New York Metro

Strong multi-year experience across RVP roles and confirmed wholesaling/distribution, plus confirmed licenses, aligning closely with the job requirements. Invesco VP/Market Leader → RidgeWorth RVP → Pioneer RVP/Wholesaler, Series 7/63/66 active. Excellent.

N*** M****

Divisional Vice President, Sales at John Hancock Retirement

This candidate has strong Institutional Sales experience at a major asset manager (Prudential, Macquarie) and holds the DVP title, hitting three major components, although RVP title and Mutual Fund distribution aren't explicitly confirmed as current. Prudential DVP Sales → MD Institutional Sales, 29 years exp, strong Institutional Sales and large sales figures. Excellent.

D** S****

Wealth Advisor at Cornerstone Wealth Management

Excellent match with stated Series 7/63 licenses, strong VP sales experience, and explicit External Wholesaler experience, achieving high growth in territory sales. VP Sales at SunAmerica → External Wholesaler at Lincoln Financial Group, lists Series 7 and 63 specialties. Excellent.

J**** H****

Securities Services Sales at J.P. Morgan

Perfectly matches all required licenses and current experience is in Securities Services Sales at a major firm, highly indicating capability in institutional/distribution environments, though RVP title is missing. Ex-JPMorganChase (VP Sales/RM) → Current JPM (Securities Services Sales). Excellent.

M**** D***

Regional Vice President at Ivy Distributors, Inc.

This candidate explicitly holds the Regional Vice President title and is involved with mutual fund distribution through Ivy Funds, though specific institutional sales might be implied rather than explicit. UBS → Ivy Distributors (RVP), holds required licenses implicitly or requires confirmation. Strong.

M**** M****

Wholesaler; Midwood Financial Services. Collaborating with financial advisors to provide tailored solutions, empowering clients to realize their financial objectives.

This person has significant VP and Director level sales experience within the financial industry, including roles that point to wholesaling and institutional interaction. Has RVP titles but needs license confirmation to be 100. Sales professional with 25+ years experience; RVP (wholesaler) at Hanlon → Regional Sales Director at Midwood → RVP at AFBA & SunAmerica. Total 33 years experience. Strong.

A**** B****

Regional Vice President at F&G

Strong direct experience as an External Wholesaler and Regional Director across multiple firms, explicitly mentioning working with RIAs and institutions, highly relevant to mutual funds distribution. RVP at F&G → Regional Director at Saybrus/FS Investments → Senior Regional Investment Consultant (Wholesaling) at Fidelity. Strong.

M*** P****

Senior Vice President at Neuberger Berman

Strong background as RVP involving institutional sales and leadership, but mutual funds distribution and wholesaler experience aren't clearly confirmed. Career: Neuberger Berman (SVP) → Fidelity Investments (RVP, Institutional Sales) → Neuberger Berman (SVP). 30 years experience. Strong.

D**** H****

Regional 401(k) Sales Director at Lincoln Financial

Excellent experience in regional territory management/wholesale distribution roles, strong license profile, though the current title is Director, not RVP. Regional VP Ohio National → Regional Sales Director Hartford/MFS → Regional Wholesaler MFS → Operations/Internal Sales MFS. Strong.

K**** M****

Regional Vice President at Advisors Asset Management, Inc.

Strong background as an RVP selling mutual funds across various channels, indicating wholesaling, but lacking explicit mention of Series 63 despite holding Series 7 (implied expertise). Advisors Asset Mgmt RVP → Acacia → J H Life VP → Van Kampen VP → XShares VP, 45+ years experience, sold mutual funds. Strong.