Join Our Team in Tampa, FL as VP of Client Development
Are you an experienced professional looking to make an impact in the financial services industry? We are seeking a Vice President of Client Development to join our team in Tampa, FL. In this role, you will have the opportunity to build and strengthen relationships with high-net-worth clients and their referrals through comprehensive financial planning and portfolio analysis.
Key Responsibilities
Relationship Building: Cultivate and expand business relationships with high-net-worth clients and their referrals, focusing on those with assets over $500k per household.
Collaborative Support: Work alongside a dedicated sales and service support team to assist with client retention, lead generation, trading, and investment research.
Client Engagement: Engage with clients to generate referrals from those with liquid assets outside of our management and secure meetings with prospective clients through phone and in-person interactions.
Financial Planning: Present investment management strategies to clients, emphasizing holistic financial planning and portfolio analysis.
Documentation Management: Collect necessary documentation from clients to facilitate account additions.
Qualifications
Experience: Minimum of 5 years in client-facing or production-based roles within the financial services industry.
Certifications: Current Investment Advisor Representative designation, Series 65, or a combination of FINRA Series 7 and Series 66. Assistance provided for Series 65 within 60 days of starting.
Market Knowledge: Strong understanding of capital markets, investment products, and business growth through referrals.
Outreach Skills: Proven track record in high-volume phone outreach and successful in-person meetings.
Benefits
Compensation: Competitive base salary with uncapped commission potential and quarterly bonuses.
Insurance: 100% coverage of medical, dental, and vision premiums for you and eligible dependents.
Retirement: 50% 401(k) match, up to the IRS maximum.
Time Off: Generous paid time off policy, including 20 days of PTO and 10 paid holidays (17 days of PTO and 3 sick days for California employees).
Family Support: Programs include 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare.
Equal Opportunity Employer
We are dedicated to fostering a diverse and inclusive workplace, welcoming applications from all qualified individuals. Join us in shaping a thriving and supportive work environment.
Employment Type: Full-Time
Seniority level
Executive
Employment type
Full-time
Job function
Finance and Sales
Industries
Staffing and Recruiting
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