Client Experience Director

ceritypartners; West Conshohocken (PA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO policy

Parental Leave

Education assistance and professional

Job summary

Cerity Partners is seeking a Client Experience Director in the United States to cultivate relationships with prospective clients and support growth initiatives. The role emphasizes expertise in wealth management concepts, financial planning, tax and estate planning, and regulatory knowledge.

Responsibilities include engaging external prospects, ensuring smooth onboarding, managing the pipeline with metrics, and reporting on growth metrics through a data-driven approach.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• MBA or CFP designation is advantageous.
• Over five years of experience in business development, sales, and relationship management within financial services or wealth management.
• FINRA Series 7 and 66 licenses are required.

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.

Skills

Relationship management

Communication

Negotiation

Interpersonal skills

Self-motivation

Independent work

Education

Bachelor's degree in Business/Finance

MBA or CFP designation (advantageous)

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 :

• 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. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.