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Client Acquisition Lead

Alliance Private Wealth
North Reading, MA Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/28/2025

We are seeking a Client Acquisition Lead to join our team at Alliance Private Wealth. As a key member of our business development team, you will be responsible for acquiring new clients, developing relationships, and driving revenue growth.

Responsibilities:

  • Acquire new clients through research, outreach, and relationship-building efforts.
  • Develop and maintain strong relationships with existing clients to ensure retention and growth.
  • Represent the firm at industry events and conferences to build relationships and promote our brand.

Requirements:

  • A bachelor's degree in Business, Marketing, or a related field.
  • At least 5 years of experience in business development or client acquisition, preferably within the financial services industry.
  • Strong understanding of financial advisory services, wealth management, and investment solutions.

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