Private Client Director/Relation Manager - Financial Investment
Summary
Acquire and advise high-net-worth clients for a global investment firm, leveraging pre-qualified leads to match clients with tailored financial solutions.
Looking for a role 100% focused on business development! As a Private Client Director, you will focus solely on acquiring high-net-worth clients. Qualified lead flow is provided with no need for cold calling. Is a privately held multi-billion-dollar global investment firm in the United States. Join us in our mission to put our clients first and better the investment universe!
Roles and Qualifications:
- Contact leads generated by company's marketing group
- Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
- Educate prospective clients on the variety of company's offerings
- 5+ years' experience selling financial services to private investors
- Multi-year track record of success acquiring high-net-worth private clients
- Experience in high-volume phone activity and in-person meetings
We work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the company purpose possible. And we invest in them by offering exceptional benefits like:
- 100% paid premiums for top-tier supplemental medical, dental, and vision for employees and their qualified dependents
- Employer-paid therapy, coaching, and other EAP services including well-being support
- Family Support programs including $10,000* fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events