High Net Worth Client Development Manager

4 days ago

Tempe, Arizona, United States Edward Jones Full time
Unlock Your Potential in Wealth Management

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 and align them with the best support and service models to meet client needs. Your expertise will be essential in implementing operational efficiencies to manage a high volume of HNW business cases and ensuring timely execution of next steps.

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.
     Facilitate business development into High Net Worth service models to support achieving ambitious incremental asset targets.
     Increase advisor adoption of the Firm's 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 the business's client acquisition and prospecting strategies to generate scalable growth.
     Support 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 representing the business cases sourced from advisors and 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 the available resources within the High Net Worth offering.

Business Performance Management & Process Improvement: Oversee and enhance the overall performance of an organization by strategically aligning goals, monitoring key performance indicators (KPIs), and implementing initiatives to optimize efficiency and effectiveness in the business processes and workflows.

Program Management: Oversee the progress of the program and individual projects/cases, and lead the reporting of program status and obstacles to stakeholders.

What We Offer

At Edward Jones, we value and respect our associates and their contributions. We offer a comprehensive compensation and benefits 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 range of other benefits to support your financial security and well-being.

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
     Ability to lead small groups and present findings in a clear and concise manner
     Problem-solving skills, supported by a results-driven, analytical, and creative approach to solutions
     High proficiency with Microsoft Office tools, including cross-team collaboration toolsets
     Understanding of Financial Advisor/BOA/branch processes including the implementation of a solutions-based approach
     Business Performance Management: ability to oversee and enhance overall performance against goals, monitor KPIs, and implement initiatives to optimize efficiency and effectiveness

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