Director of Client Acquisition

2 weeks ago


Atlanta, Georgia, United States WCM Global Wealth, LLC Full time
Job Overview

WCM Global Wealth, LLC is seeking a Director of Client Acquisition to join our team in Atlanta, GA. This full-time hybrid role offers flexibility for remote work and involves tasks such as new business development, business planning, lead generation, client service, and account management.

Key Responsibilities:

  • Develop and execute business plans to drive revenue growth
  • Build relationships with high net-worth investors and their families
  • Manage multiple projects simultaneously and prioritize tasks effectively
  • Maintain knowledge of financial products and services

Required Qualifications:

  • Bachelor's or master's degree in Business Administration, Finance, or related field
  • 10+ years of experience in wealth management or a related field
  • Strong communication and negotiation skills
  • CFA and CFP certifications preferred
Company Information

WCM Global Wealth has been recognized as one of the 'Top 25 Fastest Growing Companies' in South Carolina over the past decade. As a wealth manager for high net-worth investors, we offer a strong opportunity for advancement and professional growth.



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