Client Experience Director

Cerity Partners Management LLC; Philadelphia (Philadelphia County); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) matching

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Client Experience Director in the United States to cultivate relationships with prospective individuals and support growth initiatives. The role requires deep wealth-management knowledge, including financial planning, tax and estate planning, and investment concepts.

You will drive external prospect engagement, collaborate with internal teams for onboarding, manage the pipeline, and report on key metrics.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• MBA or CFP designation advantageous.
• 5+ years in business development, sales, and relationship management.
• Strong knowledge of investment products, financial planning, and regulatory environment.
• FINRA Series 7 and 66 licenses required.

Responsibilities

• Drive engagement with prospective clients sourced externally.
• Collaborate with internal stakeholders to ensure seamless onboarding.
• Manage the prospect pipeline using activity-based metrics.
• Track and report pipeline progress, conversion rates, and revenue growth.

Skills

Business development

Sales experience

Relationship management

Communication

Negotiation

Interpersonal skills

Self-motivation

Education

Bachelor's degree in Business/Finance

MBA

CFP designation

Job description

Are you passionate about building relationships that fuel the firm's expansion? Then this may be the perfect fit for you! The Client Experience Director role is tasked with cultivating new individual prospect relationships and supporting the firm's growth initiatives. The ideal candidate should possess extensive experience in engaging and building relationships with prospective individuals while having a strong understanding of Wealth Management concepts including, financial planning, tax and estate planning, risk management, private and public markets.

Primary Responsibilities

Drive engagement with prospective clients sourced externally through defined inbound and outbound activities. Collaborate with internal stakeholders to ensure a seamless onboarding experience for new prospects. Manage the prospect pipeline effectively using activity-based metrics and qualitative engagement. Track and report key business development metrics such as pipeline progress, conversion rates, and revenue growth.

Required Qualifications

A bachelor's degree in Business, Finance, or a related field; an MBA or CFP® designation is advantageous. Over five years of experience in business development, sales, and relationship management within financial services or wealth management. Demonstrated success in meeting or exceeding growth targets. Strong knowledge of investment products, financial planning, and the regulatory environment. Experience with the client conversion process. Excellent communication, negotiation, and interpersonal skills. Self-motivation and the ability to work both independently and collaboratively. FINRA Series 7 and 66 (or 63 & 65) licenses are required.

Physical Requirements

Prolonged periods sitting at a desk and working on a computer.

Compensation Range

$100,000 - $130,000

Why Cerity Partners

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.

We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.

Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in‑house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short‑term gains, we seek long‑term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.