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Financial Growth Specialist

2 months ago

New York, New York, United States City National Bank Full time
FINANCIAL GROWTH SPECIALIST

WHAT IS THE OPPORTUNITY?
Are you a driven financial expert eager to advance your career in a dynamic environment while making a significant sales impact? City National Bank, a distinguished investment manager catering to high-net-worth clients, is seeking a compelling communicator with the determination and resilience required to generate new Financial Advisor connections while progressing in financial services sales and business development.

YOUR ROLE:
As a dedicated and self-starting professional, you will play a crucial role in establishing new partnerships with Independent Financial Advisors by clearly conveying how City National Bank's unique offerings benefit both Advisors and their clientele.

Key Responsibilities:
  • Utilize various outreach methods, including outbound calls and email initiatives, to connect with potential leads.
  • Inform financial advisors about the advantages of outsourcing their investment management to our firm, which includes access to a team of seasoned professionals and a diverse array of investment products and services.
  • Conduct preliminary consultations with interested advisors to evaluate their needs and determine if our firm aligns with their business objectives.
  • Maintain follow-up communications with leads to cultivate relationships and convert them into clients.
  • Facilitate introductions of interested Advisors to the local Sales team, ensuring a smooth transition.
  • Collaborate with the local sales team to guarantee timely and accurate follow-ups, enhancing conversion rates.
  • Provide detailed reporting to senior management.
  • Stay informed on industry trends and competitor offerings to effectively position our firm in the marketplace.

QUALIFICATIONS:
  • Bachelor's Degree or equivalent experience.
  • 3 to 5 years of experience in investment sales and/or internal sales support.
  • Proficiency in basic software applications such as Word, Excel, PowerPoint, etc.

SKILLS AND KNOWLEDGE:
  • Comprehensive understanding of the financial services sector and investment management practices.
  • Demonstrated capabilities in sales, marketing, client experience, business development, analytics, and CRM.
  • Ability to work autonomously while managing a substantial volume of leads effectively.
  • Strong communication and interpersonal skills.
  • Proven history of achieving and surpassing sales targets.
  • Self-confidence, accountability, and motivation.
  • High energy, resilience, and a positive attitude.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).

COMPENSATION:
The starting base salary ranges from $71,825 to $114,734 annually, with exact compensation dependent on skills, experience, and location. This position is eligible for bonuses and/or commissions.

BENEFITS AND PERKS:
At City National Bank, we are committed to excellence in all aspects, including the benefits and perks we provide to our colleagues.

EQUAL OPPORTUNITY EMPLOYMENT:
City National Bank is an equal opportunity employer dedicated to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other basis protected by law.

ABOUT CITY NATIONAL:
Founded in 1954 by entrepreneurs for entrepreneurs, City National Bank has always prioritized personal relationships in business. Our legacy of integrity, community, and exceptional client relationships continues to drive our remarkable growth today.