Vice President of Client Development

2 months ago


Camas, United States Staffing In Motion Full time

Firm:

Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance asset allocation and securities preferences. Fee based discretionary managed platform that offers global portfolio management solutions.


The Opportunity:

Are you a financial professional who enjoys building new and expanding current client relationships As a Client Development Vice President you will provide holistic financial planning and portfolio analysis services. Join our privately held multibillion dollar global investment firm to put our clients first and better the investment universe.


Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported with dedicated sales and service marketing operations and more.



The DaytoDay

Evaluate opportunities to consolidate a client s outside assets with our firm

Review personal financial situations and provide solutions

Cultivate referrals by providing exceptional service

Conduct meetings with prospects and clients virtually and inperson

Convey and present our firm s investment management strategies



Compensation:

$60000 base salary $30000 bonus commission with average total compensation of $290000



Benefits

100% paid medical dental and vision premiums for you and your qualifying dependents

A 50% 401(k) match up to the IRS maximum

20 days of PTO* plus 10 paid holidays

Family Support programs including 8 weeks Paid Primary Caregiver leave adoption assistance and backup childcare

$10000 fertility hormonal health and familyforming benefit


Requirement: CFA level 1 completed (at a minimum) relevant investment experience



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