High Net Worth Client Development Manager

4 weeks ago

St Louis, Missouri, United States Edward Jones Full time
Unlock Your Potential in Client Development

At Edward Jones, we're committed to helping our clients achieve their financial goals. As a High Net Worth Client Development Manager, you'll play a critical role in driving business growth and delivering exceptional client experiences.

About the Role

This is a unique opportunity to join our High Net Worth Business Unit, where you'll be responsible for executing key client acquisition and development strategies. You'll work closely with our financial advisors to identify business opportunities, align them with the best support and service models, and implement operational efficiencies to manage a high volume of HNW business cases.

Key Responsibilities

Business Development: Support our financial advisors in engaging with High Net Worth clients and prospects, creating an organized environment for them to build relationships and take advantage of our various resources and support models.
     Facilitate business development into our High Net Worth service models to support ambitious incremental asset targets.
     Increase advisor adoption of our High Net Worth offering by proactively consulting and advising FAs to deliver value-added strategies that meet client needs.

Strategy Support: Identify opportunities to refine our client acquisition and prospecting strategies to generate scalable growth. Examples may include supporting the integration of internal and external professional networks that identify and develop prospective High Net Worth client relationships.

Cross-function collaboration: Lead collaboration efforts across various HNW service models, representing business cases sourced from advisors and ensuring smooth handoffs to client services teams.

Enhance Branch Experience: Develop and lead engagement processes that drive a positive branch experience through sourcing, identifying, validating, and onboarding clients/prospects into our High Net Worth offering.

Manage and Optimize Capacity: Lead the facilitation of aligning client/prospect development cases with the appropriate HNW client service team to optimize available resources within our High Net Worth offering. Create and execute operational processes that ensure client/prospect cases are handled appropriately, quickly, and with the highest branch and client experience possible.

What We Offer

At Edward Jones, we value and respect our associates and their contributions. We offer a competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401k retirement plan, tax-advantaged accounts, and a generous paid time off policy.

Requirements

To be successful in this role, you'll need 6-10 years of experience in Financial Services, Consulting, or a similar role. You'll also need robust Wealth Management experience and knowledge, with a working understanding of Financial Advisor or other client-facing functions. Additionally, you'll need deep program/project management experience and the ability to lead small groups and present findings in a clear and concise manner.

Join Our Team

At Edward Jones, we're committed to creating a workplace where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we've received. If you're passionate about client development and want to make a meaningful impact, we encourage you to apply for this exciting opportunity.

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