Director of Client Acquisition
2 weeks ago
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
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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