Executive Leader for High Net Worth Business Development

4 days ago


Atlanta, Georgia, United States International Search Consultants Full time

The International Search Consultants team has been retained by a leading investment firm specializing in customized investment management and advisory services to ultra-high net worth individuals, families, trusts, foundations, and endowments.

Job Description

This Executive Leader will provide strategic support to Wealth Managers by focusing on business development within captive custodial channels.

In this role, you will be responsible for cultivating prospects and transitioning them to clients through effective relationship-building and leveraging custodial channels. You will partner closely with Wealth Managers to prepare and deliver wealth strategy proposals for potential clients.

To succeed in this position, you must possess a strong background in finance or business, preferably with a Bachelor's degree, and relevant experience in high net worth and institutional relationship management. A CFP, CPWA, CIMA, or CFA designation is preferred.



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