VP Client Development - Dallas TX

Zohorecruit; Town of Texas, Fort Worth (WI, TX); On-site; USD 120,000 - 280,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off & holidays

Family Support programs

Job summary

Zohorecruit invites qualified financial professionals to join our client in the Dallas, TX area as a Client Development Financial Services Vice President. In this client-facing role, you will grow business from existing clients and referrals, delivering holistic financial planning and portfolio analysis to high-net-worth clientele.

You will collaborate with an established sales and service team to manage retention, referrals, trading, and research, while aiming to expand assets under management

Qualifications

• 5+ years in client-facing or production-based roles in the financial industry.
• Current Investment Advisor Representative designation, OR Series 65, OR Series 7/66, OR qualifying financial professional designations or equivalents—the firm will assist with Series 65 within 60 days of start date.
• Extensive market knowledge and understanding of capital markets and investment products.
• Extensive experience with growing business via referrals, as well as high-volume phone activity and in-person meetings.

Responsibilities

• Grow business in a client-facing role from existing and former high-net-worth clientele, as well as referrals, with assets over $500k per household.
• Work with an established sales and service support team to manage client retention, lead generation, trading, and investment research while developing high-net-worth clients.
• Call current clients with liquid assets outside of our client’s management and generate referrals to meet with high-net-worth clients in person or by phone.
• Convey and present the firm’s investment management strategies, including holistic financial planning and portfolio service analysis.
• Obtain documentation from current, former, and prospective high-net-worth clients to add accounts.

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