VP Client Development - Dallas TX

Company: CNI Consulting Inc.
Location: Dallas
Posted on: September 21, 2023

Job Description:

Dallas, United States - Posted on 07/19/2023 Are you a Financial Advisor that enjoys growing business from existing clients and referrals? As a Client Development Vice President with our client, you will provide holistic financial planning and portfolio analysis services. Bring your client focus and industry knowledge to our client's privately held multi-billion dollar global investment firm to continue their search of being better, by putting their clients first.
*The Role*:
In this specialized client-facing role, you will want to grow billings from existing/former clients, and their referrals. Help the clients of our client reach their financial goals without having to manage client retention, lead generation, trading or investment research. You will be supported by an internal Team Leader who will make sure you have the resources you need to be successful and report up to the Client Development Group Vice President. Dedicated sales and service support, marketing, operations and more will support you.
*The Duties and Responsibilities:*
--- Call current clients who have liquid assets outside our client's management --- Generate referrals
* Meet with current/former clients/referrals via telephone and in-person to garner additional new business
* Convey and present firm's investment management strategies
* Obtain documentation needed to add accounts
*What Our Client is Seeking:*
* 2+ years in client-facing or 5+ years production based roles
* FINRA Series 65 preferred (required within 60 days of hire)
* Understanding of capital markets and investment products
* Experience growing business through referrals
* Experience in high-volume phone activity and in-person meetings
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

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Keywords: CNI Consulting Inc., Dallas , VP Client Development - Dallas TX, Executive , Dallas, Texas