Sr. Wealth Strategist- Client Development Sales Director- Denver
Core
Cultivate new relationships with individuals, families, and institutions; execute advice-driven solutions strategy; deepen existing client relationships.
Role type
Senior Client Development Sales Director (Wealth Strategist)
Builds
New client relationships and expanded service adoption for high-net-worth individuals and institutions
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Sales and relationship management, fiduciary capabilities knowledge, estate and tax planning, trust services, network cultivation, financial profiling
Preferred skills
CFP, CTFA, CFA designations
Technologies
N/A
Responsibilities
Develop and execute advice-based branding strategy; present full capabilities to community and prospective clients; profile prospective clients' financial pictures; consult on estate planning and wealth transfer; maintain contact with clients as a liaison; deepen relationships via integrated teams
Seniority
Senior, hands-on IC