Demo

Family Office Business Development LATAM-VP

Atlas Search
Florida, NY Full Time
POSTED ON 2/26/2025
AVAILABLE BEFORE 3/23/2025

Responsibilities

  • Identify and drive new opportunities with both new clients, and within our existing client base. Maintain a close alignment and partnership with our reporting teams and other specialists within our organization.
  • Develop new relationships with Wealth Managers and Family Offices.
  • Promote a consultative approach to identify and acquire new enterprise accounts that would use all, or parts, of the firm’s solutions.
  • Educate clients on the depth of the firm’s technology capabilities.
  • Provide detailed pipeline updates and reports to be shared with our Sales Leadership, Client Management teams, and other interested internal stakeholders.
  • Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
  • Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.


Proficiency in Spanish is required

Salary : $100,000 - $150,000

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