Director of Client Development

Overview

Key leader driving new client development efforts in a rapidly scaling financial services firm.

Ideal candidate has 7+ years in wealth management, strong business development skills, and a consultative approach to client engagement.

Locations

• United States

Requirements

• Bachelor's degree required
• Series 65 license required
• 7+ years in wealth management
• Expert with CRM systems
• Mastery of wealth management and financial planning
• Innovative and self-starter
• Expert in closing high-net-worth prospects
• Flexible to meet clients' schedules

Responsibilities

• Create leads through sales techniques
• Develop strategies to engage leads
• Lead creation of client growth ecosystem
• Ensure seamless prospect-to-client experience

Benefits

• Attractive total compensation package
• Employer-sponsored health insurance
• 401k with 5% match