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Jay Watz, Cima Email & Phone Number

Director Business Development | Financial Recruiter at Convergence Financial
Location: St Louis, Missouri, United States 5 work roles 1 school
1 work email found @lpl.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Convergence Financial
Role
Director Business Development | Financial Recruiter
Location
St Louis, Missouri, United States

Who is Jay Watz, Cima? Overview

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Quick answer

Jay Watz, Cima is listed as Director Business Development | Financial Recruiter at Convergence Financial, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Jay Watz, Cima.

Jay Watz, Cima previously worked as Director Business Development at Convergence Financial and Area Vice President, Regional Director - Business Development at Lpl Financial. Jay Watz, Cima holds Bachelor Of Science - Bs, Communications Management from Missouri State University.

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Email format at Convergence Financial

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*@lpl.com
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Profile bio

About Jay Watz, Cima

My mission statement is "The way to truly be successful in life is to help other people get what they want". - Zig Ziegler. Half a Billion in sales and 20+ years of experience in external wholesale financial services with focus on mutual funds. Striving to establish and maintain the highest standards of excellence and professionalism in the financial services industry.As a recruiter, I specialize in helping financial advisors identify opportunities in industry leading technology by affiliating with LPL Financial. When not working, I enjoy spending time with family, fishing with my daughters and participating with Slabs a Smokin' competitive BBQ team. My smoked brisket is the best!|COMPLIANCE:2018-89|

Listed skills include Mutual Funds, Series 63, Separately Managed Accounts, Asset Allocation, and 27 others.

Current workplace

Jay Watz, Cima's current company

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Convergence Financial
Convergence Financial
Director Business Development | Financial Recruiter
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5 roles

Jay Watz, Cima work experience

A career timeline built from the work history available for this profile.

Director Business Development

Current
Convergence Financial

Columbia, Missouri, Us

Securities are offered through LPL Financial (LPL), Member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advisory services offered through Convergence Financial, a registered investment adviser. Convergence Financial is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Oct 2023 - Present

Area Vice President, Regional Director - Business Development

Lpl Financial

San Diego, Ca, Us

Prospect Financial Advisors in Wire House, Regional, Independent, and RIA channels through professional yet persistent, on-going pipeline contact.

Sep 2019 - Nov 2023

Regional Sales Director

Bmo Global Asset Management U.S.

Toronto, Ontario, Ca

Responsible for wholesaling mutual fund products to Independent Broker Dealers and RIAs with emphasis on LPL and Raymond James financial advisors. Managed territories including Missouri, Kansas, Oklahoma, Arkansas, Louisiana, Texas, and New Mexico. Specialize in consulting with advisors on Business Development and Best Practices.• Reached $112M in first 7 months in the territory with $135M annual goal.• Ranked # 1 among BMO Mutual Fund Wholesalers in new advisors doing business with BMO Funds• Ranked # 1 among BMO Mutual Fund Wholesalers in net new sales.

Dec 2018 - Sep 2019

Regional Vice President Of Mutual Fund Sales

Nationwide Financial

Columbus, Ohio, Us

-External Wholesaler of Mutual Funds, Fee-Based Annuities and Stand Alone Lifetime Benefits. -Managed territories include MO, KS, IL, IA, NE, MN, WI, ND, SD, CO,UT, ID WA, AK. -Reached 100% of annual sales goals in the past 5 years. Team goal of $1.6 billion.

Jul 2009 - Dec 2018

Regional Sales Director, Vice President

Virtus Investment Partners

Hartford, Ct, Us

-External Wholesaler for mutual funds, separately managed accounts and closed ended funds. -Managed the heartland six state territory NE, KS, MO, AR, IL, IN. -Reached annual sales goals of $123 million plus. -Moved territory in sales rankings from #11 to #5.

Jul 2008 - Mar 2009
1 education record

Jay Watz, Cima education

  • Missouri State University
    Missouri State University
    Communications Management
FAQ

Frequently asked questions about Jay Watz, Cima

Quick answers generated from the profile data available on this page.

What company does Jay Watz, Cima work for?

Jay Watz, Cima works for Convergence Financial.

What is Jay Watz, Cima's role at Convergence Financial?

Jay Watz, Cima is listed as Director Business Development | Financial Recruiter at Convergence Financial.

What is Jay Watz, Cima's email address?

AeroLeads has found 1 work email signal at @lpl.com for Jay Watz, Cima at Convergence Financial.

Where is Jay Watz, Cima based?

Jay Watz, Cima is based in St Louis, Missouri, United States while working with Convergence Financial.

What companies has Jay Watz, Cima worked for?

Jay Watz, Cima has worked for Convergence Financial, Lpl Financial, Bmo Global Asset Management U.S., Nationwide Financial, and Virtus Investment Partners.

How can I contact Jay Watz, Cima?

You can use AeroLeads to view verified contact signals for Jay Watz, Cima at Convergence Financial, including work email, phone, and LinkedIn data when available.

What schools did Jay Watz, Cima attend?

Jay Watz, Cima holds Bachelor Of Science - Bs, Communications Management from Missouri State University.

What skills is Jay Watz, Cima known for?

Jay Watz, Cima is listed with skills including Mutual Funds, Series 63, Separately Managed Accounts, Asset Allocation, Series 65, Etfs, Investment Advisory, and Investment Strategies.

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