Market Director

Boston Staffing Partners; Chicago (IL); Sur place; USD 120 000 - 150 000; Plein temps

Résumé du poste

A boutique staffing firm is seeking a Wealth Management Market Leader for their Chicago office. This full-time role involves overseeing financial planning and investment management while ensuring high-quality client service. The ideal candidate will possess proficiency in finance, strong leadership skills, and a Bachelor's degree in a related field. Experience in wealth management is preferred. Join a dynamic team and contribute to strategic client solutions.

Qualifications

• Proficiency in financial planning, investment management, and investments.
• Strong knowledge of finance and insurance practices.
• Proven leadership and teamwork skills, driving results collaboratively.

Responsabilités

• Oversee financial planning, investment management, and insurance services.
• Manage client portfolios and identify new business opportunities.
• Lead the market team to achieve sales and revenue goals.

Connaissances

Financial planning

Investment management

Leadership skills

Strong communication

Analytical abilities

Formation

Bachelor's degree in finance, economics, business administration, or a related field

Advanced certifications (e.g., CFA, CFP)

Description du poste

Company Description

Boston Staffing Partners (BSP) is a boutique staffing firm based in Boston, MA, providing permanent and temporary recruitment solutions. BSP specializes in Financial Services, Accounting & Finance, Human Resources, and Administrative Services. Serving the greater Boston area and beyond, the company offers competitive hiring solutions across industries, sourcing talent for roles from staff to C‑level professionals in both permanent and contract capacities.

Role Description

This is a full‑time on‑site role for a Wealth Management Market Leader located in Chicago, IL. The Wealth Management Market Leader will be responsible for overseeing financial planning, investment management, and insurance service offerings. Daily responsibilities include managing client portfolios, identifying new business opportunities, leading the market team to achieve sales and revenue goals, and ensuring high‑quality client service. The role also involves staying informed on industry trends to provide tailored and strategic wealth management solutions for clients.

Qualifications

• Proficiency in financial planning, investment management, and investments
• Strong knowledge of finance and insurance practices
• Proven leadership and teamwork skills, with the ability to drive results in a collaborative environment
• Excellent communication, analytical, and problem‑solving abilities
• Previous experience in wealth management or financial services is strongly preferred
• Bachelor's degree in finance, economics, business administration, or a related field; advanced certifications (e.g., CFA, CFP) are a plus

Seniority level

Director

Employment type

Full‑time

Job function

Business Development and Sales

Industries

Staffing and Recruiting