Director of Client Development - Remote

Overview

The Director of Client Development will be a key leader driving Earned’s new client development efforts, focusing on new client acquisition and asset formation in a rapidly scaling financial services start-up.

In Short

• Drive new client development efforts.
• Implement strategies to close new target client accounts.
• Lead the creation of a client growth ecosystem.
• Ensure a seamless prospect-to-client experience.
• Work closely with a team of expert advisors.
• Attract and engage physician prospects.
• Be a pioneer in a rapidly scaling business.
• Develop strategies for optimal business closure.
• Master wealth management and financial planning.
• Build a large book of business through a consultative approach.

Requirements

• Bachelor's degree required (Master's or MD preferred).
• Series 65 Investment Adviser Representative license required.
• Expert with CRM systems such as Salesforce.
• 7+ years of wealth management experience.
• Innovative and self-starter mindset.
• Deep understanding of physicians' wealth management needs.
• Proven ability to develop and close high-net-worth prospects.
• Flexibility to meet with prospects outside regular hours.
• Empathic and trustworthy with clients.

Benefits

• Attractive total compensation package.
• Employer-sponsored health insurance (medical, dental, vision).
• 401k with 5% match.