Wealth Director – Business Development Officer

Wealth Director – Business Development Officer

Requirements

• 8-10 years’ experience in financial services with experience servicing high net worth (HNW) individuals, families, and their advisors
• Bachelor’s degree required
• JD, CFA and/or CFP designations a plus
• Proven sales success servicing HNW individuals and institutions
• Experience selling directed trust, estate settlement and custody a plus
• Experience in marketing traditional and sophisticated financial products
• Knowledge of various asset classes and investment management styles, asset allocation techniques, investment products, family office, OCIO and trust & estate management tools
• Highly motivated and self-starter capable of initiating and cultivating new client relationships
• Strong oral and written communication skills, for effective technical and interpersonal interaction with clients, intermediaries, and colleagues

Responsibilities

• Pursue prospective new business situations with high net worth (HNW) individuals and families
• Lead segment new business strategies for the South Florida market
• Maintain active contact with known referral source relationships and prospective clients
• Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market its services
• Coordinate presentations of the firm’s capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants)
• Contribute to the development and enhancement of prospect presentations and on-going marketing material
• Participate in the development of new ideas, planning and execution of HNW business development issues with senior management
• Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients
• Manage new clients from prospecting stage to onboarding

Preferred Qualifications

• Community engagement (boards/volunteerism) preferred