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