Wealth-Client Acquisition Lead

MAI Capital Management; Los Angeles (CA); On-site; USD 110,000 - 165,000; Full time

Job summary

MAI Capital Management is seeking a New Client Acquisition Manager to bridge Marketing and Advisors, turning digital interest into personalized introductions for high-net-worth clients. You will qualify inbound leads, engage prospects, and coordinate meetings with the right advisor or specialty team.

The role blends marketing insight with consultative sales, requiring quick rapport, strong discovery, and the ability to articulate MAI's value proposition to UHNW individuals.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• 5–7+ years of experience in consultative sales, business development, wealth management, or related areas.
• Experience with inbound/outbound prospect engagement and digital lead sources.

Responsibilities

• Qualify inbound marketing leads against MAI's ICP.
• Engage leads by phone, email, and digital outreach to explore goals and readiness.
• Articulate MAI's value proposition and build trust with prospective clients.
• Match qualified prospects to advisors or teams and coordinate meetings.
• Prepare advisor briefs with prospect background and objectives.
• Re-engage dormant leads to create opportunities and meetings.
• Provide feedback to Marketing on lead quality and messaging resonance.
• Maintain accurate CRM records of outreach and outcomes.
• Identify friction points in the lead-to-advisor process and propose improvements.
• Escalate investment-related queries to licensed advisors.

Skills

Consultative selling

Inbound/outbound lead engagement

Lead qualification

Rapport building

Digital-to-human handoffs

Prospect discovery

CRM proficiency

Education

Bachelor's degree in Business, Finance, Marketing, or related field

Tools

HubSpot

Salesforce

Job description

MAI Capital Management is seeking a New Client Acquisition Manager to bridge Marketing and Advisors, turning digital interest into personalized introductions for high-net-worth clients. You will qualify inbound leads, engage prospects, and coordinate meetings with the right advisor or specialty team.

The role blends marketing insight with consultative sales, requiring quick rapport, strong discovery, and the ability to articulate MAI's value proposition to UHNW individuals.