Senior Client Development, Private Wealth

Duties And Responsibilities

• Navigate using various channels to develop qualified potential clients.
• Coordinate with the executive team to meet sales goals.
• Develop and implement proactive and digital campaigns to identify and prospect future clients.
• Build brand awareness.
• Market financial planning, investment strategy, and products to prospective clients.
• Build a referral network and network with referral sources.

Requirements

• Bachelor’s Degree
• 8+ years in a high growth and dynamic sales environment
• Experience in wealth management, financial advisory, or other financial services (preferred)
• Proven ability to self-start, take initiative, and drive results
• Excellent written and verbal communication skills
• Ability to work both independently and within a team to achieve shared goals

Pay

$175,000 - $200,000