Series 65 Licensed Client Director

Job Summary

A company is looking for a Director of Client Development.

Key Responsibilities

• Directly create leads and prospects through sales techniques, including in-person events with physician prospects
• Develop and implement strategies to engage marketing-driven and self-created leads, culminating in closing new target client accounts
• Lead the creation of the ecosystem and playbook to drive client growth and asset formation across various acquisition channels

Key Requirements

• Bachelor's degree (Master's degree or MD preferred)
• Series 65 Investment Adviser Representative license required or one of the five professional designations that may grant a waiver from the Series 65 exam, including CFP
• 7+ years of wealth management and comprehensive financial planning experience, preferably with physicians
• Expertise with CRM systems such as Salesforce and allied marketing and sales technology
• Proven ability to develop and close high-net-worth prospects with a strong track record in business development