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About the Role
This role is responsible for cultivating new client relationships and supporting the firm’s growth initiatives in high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. The ideal candidate will have deep experience engaging, converting, and managing perspective clients as well as a solid understanding of executive compensation and benefits, financial, tax, estate and risk management planning, within the wealth management industry.
Responsibilities
- Engage and convert high quality prospective clients, including delivering the appropriate inbound and outbound effort.
- Manage ongoing client relationships and expand those relationships where appropriate.
- Collaborate with other internal stakeholders to ensure a smooth onboarding experience for new clients.
- Effectively manage prospect pipeline with activity-based metrics and qualitative engagement.
- Track and report key business development metrics, including pipeline progress, conversion, and revenue growth.
Requirements
- Bachelor's degree in Business, Finance, or a related field.
- 5+ years of experience in business development, sales and relationship management experience within financial services or wealth management.
- Proven track record of meeting or exceeding growth targets.
- Strong understanding of investment products, financial planning, and regulatory environment.
- Experience in workplace solutions and conversion process.
- Excellent communication, negotiation, and interpersonal skills.
- Self-motivated, with the ability to work independently and collaboratively.
- FINRA Series 7 and 66 (or 63 & 65).
- Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), or similar credentials.
- Applicants must be authorized to work for any employer in the U.S.
Skills
- Executive compensation and benefits
- Financial planning
- Tax planning
- Estate planning
- Risk management planning
- Wealth management
- Investment products
- Communication
- Negotiation
- Interpersonal skills
Location
- Remote
Work Type
- Full-time
Experience Level
- 5+ years
Education Level
- Bachelor's degree
- MBA or CFP® a plus
Salary/Compensations
- $120,000-150,000
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
About the Company
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
- We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
Equal Opportunity
- We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.