VP Client Development - Dallas TX

Zohorecruit; Dallas (TX); On-site; USD 120,000 - 220,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision

50% 401(k) match up to IRS max

PTO 20 days + 10 holidays

Paid Primary Caregiver leave (8 weeks)

Adoption assistance

Back-up childcare

Job summary

Our client in Dallas, TX is seeking a Client Development Financial Services Vice President to expand business with high-net-worth clients through referrals and exceptional service. You will lead holistically with financial planning and portfolio analysis, while coordinating with an established support team.

The role requires 5+ years in client-facing financial roles, active licensing, and a proven ability to convert referrals into ongoing client relationships.

Qualifications

• 5+ years in client-facing or production roles within financial services.
• Current Investment Advisor Representative designation, OR Series 65, OR Series 7/66, or equivalents.
• Firm will assist in obtaining the Series 65 within 60 days of start date.
• Strong market knowledge of capital markets and investment products.
• Proven track record of growing business through referrals and high-volume outreach.

Responsibilities

• Grow business in a client-facing role from existing and former high-net-worth clients and referrals.
• Collaborate with an established sales/service team to support client retention and lead generation.
• Call current clients with assets outside management and arrange meetings with high-net-worth prospects.
• Present investment management strategies including holistic financial planning and portfolio analysis.
• Obtain documentation to add accounts and facilitate onboarding for new clients.

Skills

Client-facing

Relationship building

Sales acumen

Communication skills

HNWI experience

Education

Investment Advisor Rep

Series 65

Series 7/66

Equivalent designations

Job description

Dallas, United States

Our client, a highly respected fee-only portfolio managementand fiduciary firm with over $200 billion in assets under management, islooking for qualified financial professionals to join their firm in theirDallas, TX office as a Client Development FinancialServices Vice President. As a Client Development Financial Services VicePresident, you will be in a specialized client-facing role focused on growingbusiness from existing clients and referrals, by providing holistic financialplanning and portfolio service analysis.

ABOUT THE ROLE

• Grow business in a client-facing role from both existing andformer high-net-worth clientele, as well as their referrals, who have assetsmore than $500k per household
  
• Work alongside an established sales and service supportteam, who will assist you in being successful within the role by managingclient retention, lead generation, trading, and investment research, while youtake on the responsibility to help our client’s high-net-worth clientele reachtheir financial goals
  
• Call current clients who have liquid assets outside of ourclient’s management, as well as generate referrals, to meet with the current,former, and prospective high-net-worth clientele via telephone and in-personmeetings to gather additional new business
  
• Convey and present the firm’s investment managementstrategies to the high-net-worth clientele, which will include holisticfinancial planning and portfolio service analysis
  
• Obtain documentation from current, former, and prospectivehigh-net-worth clientele needed to add accounts to our client’s firm
  

Requirements

• 5 or more years of experience with client-facing orproduction-based roles within the financial industry
  
• Current Investment Advisor Representative designation, ORSeries 65, OR a combination of FINRA Series 7 and Series 66, OR qualifyingfinancial professional designations or equivalents—the firm will also assistyou in obtaining the Series 65 within 60 days of start date
  
• Extensive market knowledge and understanding of capitalmarkets and investment products
  
• Extensive experience with growing business via referrals, aswell as high-volume phone activity and in-person meetings
  
• Base salary to start with a gradual step-downdecline; compensation also includes uncapped commission,as well as a quarterly bonus
  
• 100% paid medical, dental, and vision premiums for you andqualifying dependents
  
• A 50% 401(k) match, up to the IRS maximum
  
• 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and3 days of sick time for California employees)
  
• Family Support programs, including 8 weeks Paid PrimaryCaregiver leave, adoption assistance, and back-up childcare
  

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER