Director of Client Services: Northeast Region

A leading, fee-only, Independent Wealth Management Firm, is seeking an experienced sales professional to generate and close new business opportunities for the firm.

This career changing opportunity is ideal for someone who is results-driven, highly motivated, a proven self-starter, and effective in originating new business and developing lasting relationships. This position will give you a chance to enhance your career, and be a key contributor in the firm's aggressive growth plans.

Responsibilities:

The Director of Client Services will be responsible for marketing the firm's Comprehensive Financial Planning and Investment Management Services to qualified prospects in the Northeast. Additional responsibilities include working with external partners to market the firm's services through their network.

This role will own new business cycles from initiation to close including:

• Identifying, engaging, and converting opportunities and prospects into clients.
• Effectively and efficiently create, build, and manage a pipeline.
• Provide continuous, up-to-date recording and reporting of activities, opportunities, and results.
• Manage multiple points of contact within each prospective opportunity with a clear understanding of the key decision maker(s) and appropriate steps to close.
• Categorize and group prospects and create tailored actions/responses/plans for each.
• Draw upon past/present experiences and relationships to develop markets and build upon them to sustain long-term relationships.
• Develop and maintain a strong understanding of the firm and the broader industry.
• Be a trusted advisor to each prospect and maintain a keen understanding and knowledge of their circumstances, needs, and motivations, and secure their business.

Qualifications:

• Prior experience in Wealth Management sales and business development.
• Bachelor’s degree from an accredited college or university. Graduate degree (MBA, etc.) and professional designation (CFP®, CFA, etc.) are a plus.
• Strong desire and demonstrated ability to identify, qualify, and pursue new business opportunities.
• Willingness to travel.
• Excellent interpersonal skills and communication abilities, with well-honed presentation and negotiation skills.
• Ability to gain respect and trust from a broad group of constituents.
• Build continuous business relationships naturally in an engaging way.
• Demonstrated track record in prospect engagement, pipeline management, and opportunity conversion.
• Self-starter.
• Proficiency with CRMs, Outlook, Word, etc.
• Of the highest integrity with unquestioned ethics.

Salary and Benefits:

Compensation: $125,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.

Generous benefits include Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability FSA, Traditional and Roth 401(k).

The firm is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

Requirements:

The firm requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine.