Senior Sales Director Wealth Management - 10449

Job Description: Prestigious financial services firm is seeking top talent to focus on selling investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will manage and enable development of junior associates, including Sales Officers and Sales Assistants.  

QUALIFICATIONS

Mandatory Minimum Qualifications - Must Have: The incumbent should possess 8+ years of related experience, preferably in financial services. Emphasis is given to experience in relationship sales. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $1 million or more and/or large foundations and endowments, family offices or institutions with charitable planning giving needs. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospects advisors. Undergraduate degree or equivalent experience in preferred.   Education: None   Certifications: None   Licenses: None