Senior Wealth Strategist
Core
Senior business development sales executive cultivating new relationships with ultra-high net worth individuals, families, and institutions to drive wealth management growth.
Role type
Senior IC business development sales executive
Builds
New client relationships and business development strategies for wealth management services
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Business development, sales and relationship management, consultative selling, estate and tax planning knowledge, fiduciary services knowledge, network cultivation, client profiling, solutions sales
Preferred skills
CFP, CFTA, CFA, CIMA designations
Technologies
None stated
Responsibilities
Cultivate new relationships with UHNW individuals, families, and entities; execute goals-driven wealth management planning; convert prospects to clients; manage transition of ongoing client contact to specialist teams; engage in local civic and philanthropic organizations as a brand ambassador
Seniority
Senior, hands-on IC