Director and Managing Principal, Sales and Marketing

Description Seeking professional sales directors from all industries including procurement, large capital expense sales, software services, consulting services, commercial real estate, Law/Legal ( with a demonstrated ability to drive revenue) . This position provides a substantial 6 figure base salary for the first 3 years in production.

My client is one of the top names in wealth management is seeking business development sales directors. My client oversees $65 billion in private capital for families, individuals, foundations and endowments.

The role is to understand the needs of clients and guide them in making proper portfolio allocations. Often working in concert with clients' other professional advisors, you will help clients address critical planning issues, such as transferring wealth, giving to charities, and selling a business. This places you at the very core of clients’ investment decision-making and experience, guiding them through such issues as the trade-off between current spending and future wealth and the implications of various investment plans.

He or she plays the central role in cultivating new clients and advising existing ones. Therefore we, seek intelligent, well-educated, and seasoned professionals, with a proven record of building relationships based on advice of the highest quality and deep mutual trust.

Before joining my client, most excelled at developing business, with over ten years of experience on average. While Sales is the ideal background, successful Directors have also come from accounting, law, consulting, and commercial real estate.

Requirements

To be successful, you must:
•Build deep relationships with a range of clients
•Establish credibility as a source of trustworthy advice
•Excel at building a business
•Demonstrate excellence at client service
•Develop a consultative, rather than a transaction-oriented, approach toward clients and prospects
•Cultivate relationships with third party referral sources, e.g., attorneys


In building your business, you  have access to extensive resources. You identify prospective clients primarily through introductions from other clients as well as accountants, attorneys and other professionals. We therefore place a premium on nurturing your knowledge and skills throughout their careers:

• You will complete an intensive training program that introduces them to my clients approach and provides a solid foundation

• Training in a broad investment- and planning-based curriculum continues over the ensuing two years. (All Advisors must pass the Series 7, 31, and 66 securities exams.) 

• Throughout your career, you partner with our investment and planning professionals to bring our best thinking to clients’ specific circumstances.

• You will report to Managing Directors, whose role is to ensure your success and can guide you in developing sales strategies, implementing a business plan, cultivating sales and servicing skills, and capitalizing on meetings with clients, professionals, and prospects. 

• Each is supported by a group of highly qualified Private Client Associates who become an extension of you in handling a significant proportion of routine client inquiries and other logistical matters.

• Our Financial Advisors do not function in the traditional role of brokers by selecting securities. Rather, investment decisions are made by our Investment Policy Groups, who have an outstanding long-term record.