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VP of Client Development

Position ID: JMS/VPclientdev
Location: Wayne PA

VP of Client Development

Our client is a well-established, independently owned Trust Company with over $3 billion in assets under management. They provide a broad range of investment services for clients through separately managed portfolios representing a variety of investment styles.

 

They are looking for a VP of Client Development to:

  • Continue the build out of their wealth division by developing a local COI and new business externally
  • Identify the needs and different opportunities for HNW and UHNW clients’ wealth management business lines (Investment Management, Trust and Tax Planning).
  • Work with a specialist in those lines of business and be the quarterback for the relationship.

 

The desired candidate will possess:

  • 7+ years of experience in new business development and cross selling
  • Knowledge of wealth management business lines (Investment Management, Trust and Tax Planning)
  • Have a track record of successful growth and retention
  • Can manage and communicate with HNW and UHNW multi-generational clients

 


Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.


To apply for this position, submit your resume by choosing one or more of the following:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

  • Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/VPclientdev in the subject line.

 

  • Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/VPclientdev

 

NO CALLS PLEASE

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