New Client Acquisition Manager

Major Duties and Responsibilities

• Research and qualify inbound marketing leads using demographic, professional, and engagement data to assess alignment with MAI's Ideal Client Profile (ICP), including wealth characteristics, financial complexity, service needs, and life-stage indicators.
• Proactively engage inbound leads via phone, email, and digital outreach to conduct discovery conversations, uncover goals and life events, and assess prospect readiness, complexity, and potential across HNW and UHNW audiences.
• Serve as a brand ambassador for MAI, confidently articulating the firm's value proposition, capabilities, and differentiators to build trust and credibility with prospective clients during initial interactions.
• Match qualified prospects to the appropriate advisor or specialty team based on geography, client profile, planning needs, industry expertise, and relationship fit — then schedule meetings and coordinate seamless handoffs.
• Prepare comprehensive advisor briefings that summarize prospect background, objectives, life events, financial complexity, key discussion points, and expectations to ensure a smooth, personalized advisor experience.
• Re-engage dormant or previously unworked leads through thoughtful, personalized outreach designed to convert latent digital interest into active conversations and scheduled meetings.
• Partner closely with Marketing leadership to provide feedback on lead quality, messaging resonance, content effectiveness, campaign performance, and qualification criteria.
• Maintain accurate prospect activity in CRM systems (Salesforce, HubSpot), including notes, outreach history, outcomes, and lead status, while tracking conversion metrics and pipeline influence.
• Continuously improve the lead-to-advisor operating model by identifying friction points, handoff gaps, and opportunities to strengthen speed-to-lead and conversion quality.
• Escalate investment-related questions to licensed advisors.

Experience / Credentials

• Bachelor's degree in Business, Finance, Marketing, or a related field.
• 5–7+ years of experience in consultative sales, business development, wealth management, financial services, client acquisition, or marketing roles requiring direct prospect engagement.
• Demonstrated success in outbound and consultative conversations, including comfort discussing financial goals, wealth complexity, and life transitions with affluent individuals.
• Proven ability to build rapport quickly, ask effective discovery questions, and influence prospective clients through professional, credible communication.
• Comfortable conducting a high volume of proactive outreach while maintaining a personalized, high-touch experience for each prospect.
• Experience working with inbound or marketing-generated leads; strong understanding of digital lead sources, attribution, and engagement signals preferred.
• Proficiency in CRM platforms (Hubspot and/or Salesforce preferred).

Competencies

• Consultative Relationship Builder. Naturally curious, personable communicator who enjoys speaking with people, uncovering needs, building trust quickly, and guiding conversations toward meaningful next steps.
• Persuasive Brand Advocate. Articulates MAI's value proposition with confidence and credibility, helping prospective clients understand how the firm's capabilities align with their goals, challenges, and aspirations.
• Marketing-Minded Growth Thinker. Understands how digital marketing generates demand and can connect campaign behavior, content engagement, and lead intelligence to prospect conversations, qualification decisions, and campaign feedback.
• Sales Instincts with a Client-First Mindset. Focused on quality outcomes and advisor-ready opportunities rather than transactional activity — balances pace and persistence with sophistication and discretion.
• Compliance-Aware Professional. Demonstrates strong awareness of regulatory boundaries, including limitations on providing investment advice, discussing performance, or engaging in solicitation activities.
• Cross-Functional Collaborator. Works seamlessly across Marketing, Business Development, and Advisor teams to align priorities and continuously improve the lead-to-advisor experience.
• Process- and Detail-Driven. Committed to accurate data, disciplined follow-through, and consistent handoff processes within a regulated environment.
• Growth Mindset. Motivated to help build a scalable, modern digital growth engine within a sophisticated wealth management firm, and excited about being part of shaping how MAI acquires clients in a digital-first era.
• Integrity and Professionalism. Handles sensitive financial and personal information with the highest standards of ethics, confidentiality, and compliance.