Growth-Focused Client Acquisition Manager

MAI Capital Management, LLC.; Los Angeles (CA); Vor Ort; USD 87.000 - 115.000; Vollzeit

Zusammenfassung

MAI Capital Management, LLC is seeking a New Client Acquisition Manager in Los Angeles who will be the first human touchpoint for prospective clients, bridging Marketing and Business Development to convert digital interest into meaningful conversations.

You will qualify inbound leads, coordinate with advisors, and maintain CRM records, while tailoring messages to high-net-worth individuals. This role emphasizes strategic outreach, rapid rapport, and a data-driven approach to growth.

Qualifikationen

• Bachelor's degree in Business, Finance, Marketing or a related field.
• 5–7+ years of experience in consultative sales, business development, wealth management, or marketing with direct prospect engagement.
• Proven ability to build rapport quickly and influence prospective clients.
• Experience with inbound/outbound lead engagement and digital channels.
• Proficiency with CRM platforms (HubSpot and/or Salesforce preferred).

Aufgaben

• Research and qualify inbound marketing leads against the ICP.
• Engage leads via phone, email, and digital outreach to uncover goals and readiness.
• Articulate MAI's value proposition to build trust with prospective clients.
• Match qualified prospects to advisors and schedule meetings.
• Prepare advisor briefings with prospect background and objectives.
• Re-engage dormant leads with personalized outreach.
• Collaborate with Marketing on lead quality and campaign effectiveness.
• Maintain accurate CRM data and track pipeline metrics.
• Identify friction points to improve speed-to-lead and conversions.

Kenntnisse

Consultative sales

Lead qualification

Relationship building

Outbound prospecting

Digital marketing knowledge

CRM proficiency

Ausbildung

Bachelor's degree in Business, Finance, Marketing

Tools

HubSpot

Salesforce

Jobbeschreibung

MAI Capital Management, LLC is seeking a New Client Acquisition Manager in Los Angeles who will be the first human touchpoint for prospective clients, bridging Marketing and Business Development to convert digital interest into meaningful conversations.

You will qualify inbound leads, coordinate with advisors, and maintain CRM records, while tailoring messages to high-net-worth individuals. This role emphasizes strategic outreach, rapid rapport, and a data-driven approach to growth.