High Net Worth Client Development Manager

3 weeks ago


St Louis, Missouri, United States Edward Jones Full time
Job Overview

The High Net Worth Client Development Manager will be a key member of the High-Net-Worth Business Unit, focusing on delivering a holistic experience for High-Net-Worth clients of Edward Jones. This role is responsible for executing key High Net Worth client acquisition and development strategies, enabling advisors to win new business and expand existing business through the extensive resources of our home office and High Net Worth offering.

Key Responsibilities
  • Business Development: Support the team's engagement with Financial Advisors and Market Management, creating an organized environment for advisors to build relationships with High Net Worth clients and prospects by leveraging the various resources and support models within the High Net Worth offering.
  • Strategy Support: Identify opportunities to refine the business's client acquisition and prospecting strategies to generate scalable growth, including supporting the integration of internal and external professional networks that identify and develop prospective High Net Worth client relationships.
  • Cross-function collaboration: Lead the collaboration efforts across various HNW service models, ensuring smooth handoffs to the 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 the 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 the High Net Worth offering.
Requirements
  • 6-10 years of experience in Financial Services, Consulting, or similar role.
  • Robust Wealth Management experience and knowledge, with a working understanding of the Financial Advisor or other client-facing functions.
  • Deep program/project management experience, as well as experience developing and executing an operational process that optimizes stakeholder experience and client development/growth objectives.
  • Working knowledge of HNW products and services.
  • High organizational skills and attention to detail to ensure timely and accurate handling of business opportunity cases.


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