Client Experience Director
Core
Cultivate new individual prospect relationships and support firm growth initiatives in Wealth Management.
Role type
Senior business development director (wealth management)
Builds
New client relationships and prospect pipeline
Domain
Financial services / Wealth Management
Deliverable
client delivery
Required skills
Business development, sales, relationship management, financial planning, tax and estate planning, risk management, private and public markets, client conversion process, regulatory knowledge
Preferred skills
MBA, CFP® designation
Technologies
Activity-based metrics tools
Responsibilities
Drive engagement with prospective clients via inbound and outbound activities, collaborate with internal stakeholders for seamless onboarding, manage prospect pipeline using activity-based metrics, track and report business development metrics (pipeline progress, conversion rates, revenue growth)
Seniority
Senior, hands-on IC
