Senior Client Director, GCS-Business Development and Relationship Management (Private Clients)
Core
Cultivate, deepen, and retain relationships with ultra-high-net-worth private clients and family offices while driving new business development for a dedicated investment team.
Role type
Senior Client Director (Private Clients)
Builds
Custom investment portfolios and service offerings for family offices and private clients
Domain
Wealth Management / Private Client Services
Deliverable
client delivery
Required skills
private client relationship management, new business development, cross-selling, proposal and onboarding leadership, negotiation, pitch strategy development, client engagement strategy, CRM management, team mentorship
Preferred skills
CFA/CAIA designation, Microsoft CRM Dynamics expertise, experience with first- and second-generation wealth creators
Technologies
Microsoft CRM Dynamics
Responsibilities
Identify and convert new business opportunities through cross-selling and network leverage; lead proposal and onboarding processes for new clients; serve as primary relationship manager for assigned private clients; develop and execute client engagement strategies including quarterly roundtables; mentor Associate(s) in client service and business development; track progress against annual business plan and report to senior leadership
Seniority
Senior, hands-on IC with team mentorship