Client Experience Director

Cerity-Partners; 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

Parental Leave

Commuter Benefits

Education assistance

Job summary

Cerity Partners is seeking a Client Experience Director in West Conshohocken, PA to cultivate new individual prospect relationships and support growth initiatives in wealth management.

You will drive engagement with externally sourced prospects, collaborate with internal teams to onboard clients, and manage the pipeline with metrics while reporting key business development indicators.

Qualifications

• Bachelor's degree required in Business/Finance or related field.
• MBA/CFP advantageous but not mandatory.
• 5+ years in business development, sales, and relationship mgmt in financial services.

Responsibilities

• Drive engagement with prospective clients sourced externally.
• Collaborate with internal stakeholders for seamless onboarding of new prospects.
• Manage prospect pipeline with activity-based metrics and engagement quality.
• Track and report key business development metrics such as pipeline progress, conversion rates, and revenue growth.

Skills

Relationship management

Business development

Negotiation

Communication

Independent & collaborative

Education

Bachelor's degree in Business/Finance or related field

MBA or CFP 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 ResponsibilitiesDrive 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 RequirementsProlonged periods sitting at a desk and working on a computer.Compensation Range:$100,000 - $130,000Why 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% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity 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.