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 for endowments, foundations, pension plans, and ultra-high-net-worth individuals
Domain
Private Wealth Management / Investment Consulting
Deliverable
client delivery
Required skills
Private client relationship management, new business development, negotiation, pitch strategy, CRM management, team mentorship
Preferred skills
CFA/CAIA designation, Series 3 license, Microsoft CRM Dynamics expertise, experience with first/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; serve as primary relationship manager for assigned clients; mentor Associate(s) in client service and business development; maintain accurate CRM records and report to senior leadership
Seniority
Senior, hands-on IC with leadership responsibilities