Director Client Development

Creative Planning; Overland Park (KS); On-site; USD 120,000 - 180,000; Full time

Job summary

Creative Planning seeks a Director of Client Development to drive client acquisition and onboarding. You will meet with qualified prospects delivered through marketing channels and collaborate with the Account Executive team to advance initial meetings.

The role emphasizes presenting complex financial topics, leveraging our breadth of services, and guiding new clients through onboarding. Bachelor’s degree required; JD/MBA/CPA preferred.

Qualifications

• 10 years financial services experience including direct sales with investment clients.
• Solid knowledge and ability to present complex financial topics to clients.
• Ability to handle highly detailed work with a great degree of accuracy.
• Bachelor’s degree, preferably in a related field such as finance, business, or marketing.

Responsibilities

• Meet virtually with incoming prospects who reached out to Creative Planning.
• Collaborate with internal Account Executive team who sets the initial client meeting for you.
• Hold a meaningful introductory meeting with client leads to explore if Creative Planning is a good fit for their needs.
• Communicate the depth of services Creative Planning offers.
• Help facilitate client onboarding.

Skills

Financial services experience

Direct sales

Presenting complex topics

Bachelor’s degree

Education

Bachelor's degree in finance, business, or marketing

JD, MBA or CPA (preferred)

Tools

MS Word

Excel

PowerPoint

Zoom

Salesforce

Job description

If you enjoy the sales and onboarding process without cold calling, we have the role for you! Searching for highly motivated sales-driven financial advisors to take on the role of Director Client Development with Creative Planning. In this pivotal role, your sole focus is client acquisition. You will meet with qualified prospects delivered through our marketing lead channels to learn more about the prospective client’s needs and share with them our breadth of services.

At Creative Planning, we are proud to be a top- ranked independent wealth advisory firm, but prouder of the work culture we have developed.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES

• Meet virtually with incoming prospects who reached out to Creative Planning
• Collaborate with internal Account Executive team who sets the initial client meeting for you
• Hold a meaningful introductory meeting with client leads to explore if Creative Planning is a good fit for their needs
• Communicate the depth of services Creative Planning offers
• Help facilitate client onboarding

REQUIRED EXPERIENCE / QUALIFICATIONS

• 10 years financial services experience including direct sales with investment clients
• Solid knowledge and ability to present complex financial topics to clients
• Ability to handle highly detailed work with a great degree of accuracy
• Bachelor’s degree, preferably in a related field such as finance, business, or marketing

PREFERRED EXPERIENCE / QUALIFICATIONS

• Graduate degree consisting of JD, MBA or CPA

TECHNICAL SKILLS

• Proficiency in MS Word, Excel and PowerPoint
• Proficiency with Zoom and Salesforce
• Ability to adapt and integrate new technology quickly