Sales Manager, High Net Worth

Overview

Role focused on acquiring and advocating for high net worth investors.

Ideal candidate has 5+ years in wealth management with a strong sales track record.

Locations

• United States

Requirements

• 5+ years experience
• FINRA certifications required
• Track record of sales success
• Experience in regulatory compliance
• Ability to build client acquisition processes
• Deep expertise in high net worth financial topics
• Creative problem solver
• Ability to represent the firm publicly

Responsibilities

• Acquire and advocate for high net worth investors
• Build and maintain a pipeline of prospects
• Identify and work with external partners
• Utilize all assets at Public for client acquisition

Benefits

• uncapped bonus structure