Vice President of Client Development - Staffing In Motion

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, multi-billion dollar, global investment firm to put our clients first and better the investment universe.

The Day-to-Day

·       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 in-person

·       Convey and present our firm’s investment management strategies

Compensation:

$60,000 base salary + $30,000 bonus + commission, with average total compensation of $290,000

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 back-up childcare

·       $10,000 fertility, hormonal health and family-forming benefit

Requirement: CFA level 1 completed (at a minimum) + relevant investment experience