Managing Director-Financial Advisor
2 months ago
Managing Director-Financial Advisor
Investors Trust Company
Chapel Hill, NC
(MUST LIVE or WORK IN DURHAM / CHAPEL HILL area)
Investors Trust Company is seeking a well-rounded finance leader with a proven track record of leading high performing sales teams. The Managing Director will be responsible for overseeing and driving business development efforts as well as maintaining/building relationships with existing and prospective Wealth Management clients. Investors Trust Company offers
dynamic and supportive culture, superior training and development, career advancement, work/life balance, and excellent benefits.
Position Responsibilities:
Develop investment management and/or trust relationships with high net worth individuals, families, businesses and charitable organizations.
Initiate and maintain an active external calling program with various centers of influence, building relationships and expanding the company’s network.
Manage teams’ business development efforts and achieve individual/team sales goals
Responsible for maintaining relationships with existing and prospective wealth management clients, as well as endowments and foundations.
Position Qualifications:
10+ years experience in investment-related business development.
College degree required; advanced degree MBA and/or CFA/CFP/CTFA designation preferred.
Proven record of marketing to high-net worth clientele is essential.
Excellent communication, interpersonal and relationship management skills.
Proven networking skills and ability to independently develop new relationships.
Strong community involvement and board activities are a plus.
Acts with integrity, using sound judgment and conducting oneself in a professional manner.
Fosters teamwork through willingness to be adaptable.
The Company is an equal opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status and other protected class characteristics.
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