ISC's team of Financial Services Recruiters has been retained by a growing investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They're seeking a talented Director of Business Development, Wealth Solutions to join their team in their Chicago Office.
The Director of Business Development, Wealth Solutions, will provide strategic support to Wealth Managers by focusing on business development within captive custodial channels.
Requirements – To qualify, you must possess the following: Bachelor's Degree is required – Finance or Business preferred.CFP or CPWA, CIMA, or CFA designation preferred.10+ years of HNW and institutional relationship experience.Proven track record of leveraging custodial channels in order to convert leads into clients.Strong knowledge of financial products and services for the very high-end net worth individual market. Rewards – If you qualify for this opportunity, the Firm offers the following: Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun, and exciting place to work.Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth.Competitive full compensation package. Responsibilities, continually expanding and changing: The Director of Business Development drives business development efforts in order to cultivate prospects and transition them to clients.Focuses on captive custodial channels and COIs to constantly infuse new prospective clients into the pipeline.Partner closely with Wealth Managers to prepare and deliver wealth strategy proposals for all potential clients.
#J-18808-Ljbffr