Vice President

5 days ago


Chicago, United States The Hiring Advisors Full time

A National Wealth Management Firm, with over $10B in assets under management, is expanding operations in the Chicago area and seeks a Vice President with a transferable book of business.


As the Vice President, you will primarily service HNWI by establishing and maintaining lead flow generated through referral networks, and internal marketing campaigns.


Responsibilities:

  • Maintain and expand assigned territory in referral network
  • Assess, monitor, and report key indicators of business continuity and new business
  • Work with internal team members including portfolio management, operations and financial planning to enhance the client relationship
  • Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities
  • Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties


Requirements:

  • Bachelor’s degree in Business Administration, Finance, Economics, or a related field
  • 5+ years of relationship management/sales experience within financial services
  • Certified Financial Planner
  • Extensive knowledge of financial, investment, and risk management concepts
  • Excellent written and verbal communication skills
  • Demonstrated interpersonal skills with the ability to work well within a collaborative environment
  • Working knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook


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