A National Wealth Management Firm, with over $10B in assets under management, is expanding operations in the Chicago area and seeks a Vice President with a transferable book of business.

As the Vice President, you will primarily service HNWI by establishing and maintaining lead flow generated through referral networks, and internal marketing campaigns.

Responsibilities:

• Maintain and expand assigned territory in referral network
• Assess, monitor, and report key indicators of business continuity and new business
• Work with internal team members including portfolio management, operations and financial planning to enhance the client relationship
• Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities
• Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties

Requirements:

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field
• 5 years of relationship management/sales experience within financial services
• Certified Financial Planner
• Extensive knowledge of financial, investment, and risk management concepts
• Excellent written and verbal communication skills
• Demonstrated interpersonal skills with the ability to work well within a collaborative environment
• Working knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook