Vice President of Client Development
Vice President of Client Development
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Job Description
Firm:
Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance asset allocation and securities preferences. Fee based discretionary managed platform that offers global portfolio management solutions.
The Opportunity:
Are you a financial professional who enjoys building new and expanding current client relationships As a Client Development Vice President you will provide holistic financial planning and portfolio analysis services. Join our privately held multibillion dollar global investment firm to put our clients first and better the investment universe.
The DaytoDay
Evaluate opportunities to consolidate a client s outside assets with our firm
Review personal financial situations and provide solutions
Cultivate referrals by providing exceptional service
Conduct meetings with prospects and clients virtually and inperson
Convey and present our firm s investment management strategies
Compensation:
$60000 base salary $30000 bonus commission with average total compensation of $290000
Benefits
100% paid medical dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match up to the IRS maximum
20 days of PTO* plus 10 paid holidays
Family Support programs including 8 weeks Paid Primary Caregiver leave adoption assistance and backup childcare
$10000 fertility hormonal health and familyforming benefit
Requirement: CFA level 1 completed (at a minimum) relevant investment experience
Employment Type
Full Time
Company Industry
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
