Growth-Focused New Client Acquisition Lead

MAI Capital Management; Los Angeles (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

MAI Capital Management seeks a New Client Acquisition Manager to bridge Marketing and Advisory teams, turning digital interest into qualified prospect conversations. You will research inbound leads, assess fit with the ICP, and connect prospects with the right advisors.

The role blends analytical marketing with high-touch sales, targeting high-net-worth individuals. You will own the Lead-to-SQL journey and shape MAI's digital growth engine, ensuring personalized introductions from first click to

Qualifications

• 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 roles requiring direct prospect engagement.
• Demonstrated success in outbound and consultative conversations with affluent individuals.
• Proven ability to build rapport quickly and influence prospective clients using professional communication.
• Experience with inbound or marketing-generated leads; familiarity with digital lead sources is a plus.

Responsibilities

• Research and qualify inbound marketing leads to assess ICP alignment.
• Proactively engage inbound leads via phone, email, and digital outreach to conduct discovery conversations.
• Articulate MAI's value proposition and build credibility with prospective clients.
• Match qualified prospects to the right advisor or team and schedule meetings.
• Prepare comprehensive advisor briefings to ensure a personalized experience.
• Re-engage dormant leads with targeted outreach to convert interest into meetings.
• Collaborate with Marketing to provide feedback on lead quality and content effectiveness.
• Maintain accurate CRM notes, outreach history, and pipeline status.
• Identify friction points in the lead-to-advisor process and suggest improvements.

Skills

Consultative sales

Client acquisition

Digital marketing

CRM proficiency

Prospect research

Education

Bachelor's degree in Business/Finance/Marketing

Tools

HubSpot

Salesforce

Job description

MAI Capital Management seeks a New Client Acquisition Manager to bridge Marketing and Advisory teams, turning digital interest into qualified prospect conversations. You will research inbound leads, assess fit with the ICP, and connect prospects with the right advisors.

The role blends analytical marketing with high-touch sales, targeting high-net-worth individuals. You will own the Lead-to-SQL journey and shape MAI's digital growth engine, ensuring personalized introductions from first click to