Wealth Growth & Client Experience Director
Cerity Partners Management LLC
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Benefits offered by this job
Job summary
Cerity Partners is seeking a Client Experience Director in the United States to cultivate relationships with prospective individuals and support growth initiatives. The role requires deep wealth-management knowledge, including financial planning, tax and estate planning, and investment concepts.
You will drive external prospect engagement, collaborate with internal teams for onboarding, manage the pipeline, and report on key metrics.
Qualifications
- Bachelor's degree in Business, Finance, or related field.
- MBA or CFP designation advantageous.
- 5+ years in business development, sales, and relationship management.
- Strong knowledge of investment products, financial planning, and regulatory environment.
- FINRA Series 7 and 66 licenses required.
Responsibilities
- Drive engagement with prospective clients sourced externally.
- Collaborate with internal stakeholders to ensure seamless onboarding.
- Manage the prospect pipeline using activity-based metrics.
- Track and report pipeline progress, conversion rates, and revenue growth.
Skills
Education
Job description
Cerity Partners is seeking a Client Experience Director in the United States to cultivate relationships with prospective individuals and support growth initiatives. The role requires deep wealth-management knowledge, including financial planning, tax and estate planning, and investment concepts.
You will drive external prospect engagement, collaborate with internal teams for onboarding, manage the pipeline, and report on key metrics.
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