Growth Strategy Associate — Drive UHNW Client Growth

Pitcairn; Conshohocken (Montgomery County); Sur place; USD 70 000 - 90 000; Plein temps

Résumé du poste

A leading wealth advisory firm in Conshohocken seeks a Client Strategy Associate to support growth initiatives and client engagement. This full-time role involves tracking client opportunities, preparing materials for meetings, and coordinating with various internal teams to ensure quality execution. Candidates should have a bachelor’s degree and at least three years of relevant experience, along with strong interpersonal skills and comfort interacting with senior leaders. This position offers a unique opportunity to contribute to the firm's strategic growth.

Qualifications

• Minimum 3 years of experience in business development or related fields.
• Strong working knowledge of MS Office tools.
• Prior exposure to ultra-high-net-worth clients is desirable.

Responsabilités

• Track activity and follow-through across the prospective client pipeline.
• Conduct initial reviews of prospective client materials.
• Prepare briefing materials and meeting summaries.
• Coordinate RFPs and pitch materials.
• Manage meetings with prospective families and advisors.

Connaissances

Strong interpersonal skills

Organization and structure

Intellectual curiosity

Proactive attitude

Understanding of financial planning concepts

Formation

Bachelor’s degree

Outils

MS Word

Excel

PowerPoint

Outlook

SharePoint

CRM tools

Description du poste

A leading wealth advisory firm in Conshohocken seeks a Client Strategy Associate to support growth initiatives and client engagement. This full-time role involves tracking client opportunities, preparing materials for meetings, and coordinating with various internal teams to ensure quality execution. Candidates should have a bachelor’s degree and at least three years of relevant experience, along with strong interpersonal skills and comfort interacting with senior leaders. This position offers a unique opportunity to contribute to the firm's strategic growth.