VP Client Development - Tampa FL

Client
Development Financial Services Vice President

Our client, a highly respected fee-only portfolio management
and fiduciary firm with over $200 billion in assets under management, is
looking for qualified financial professionals to join their firm in their Tampa, FL office as a Client Development Financial
Services Vice President. As a Client Development Financial Services Vice
President, you will be in a specialized client-facing role focused on growing
business from existing clients and referrals, by providing holistic financial
planning and portfolio service analysis.

ABOUT THE ROLE

• Grow business in a client-facing role from both existing and
  former high-net-worth clientele, as well as their referrals, who have assets
  more than $500k per household
  
• Work alongside an established sales and service support
  team, who will assist you in being successful within the role by managing
  client retention, lead generation, trading, and investment research, while you
  take on the responsibility to help our client’s high-net-worth clientele reach
  their financial goals
  
• Call current clients who have liquid assets outside of our
  client’s management, as well as generate referrals, to meet with the current,
  former, and prospective high-net-worth clientele via telephone and in-person
  meetings to gather additional new business
  
• Convey and present the firm’s investment management
  strategies to the high-net-worth clientele, which will include holistic
  financial planning and portfolio service analysis
  
• Obtain documentation from current, former, and prospective
  high-net-worth clientele needed to add accounts to our client’s firm
  

Requirements

Benefits