Wealth Management Growth Executive

Network Firms; Lake Forest (IL); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Alley Company in Lake Forest, Illinois, seeks a VP of Business Development to drive new client growth and support client servicing. This role requires on-site presence five days a week and offers a pathway to collaborate with senior wealth advisors while deepening knowledge of investment philosophy.

You will build networks, manage a robust pipeline, and work with leadership to expand influence with high-net-worth clients and centers of influence.

Qualifications

• Bachelor's Degree required. Progress towards CFP and/or CFA, a plus.
• 5+ years of experience serving high-net-worth clients within a wealth management or financial planning environment.
• Proven ability to develop new business and cultivate client relationships.
• Strong networking and interpersonal communication skills.
• Entrepreneurial mindset with the desire to grow the practice.

Responsibilities

• Proactively source and develop new client relationships with high-net-worth individuals and families.
• Generate and schedule meetings with prospective clients through networking, referrals, and centers of influence.
• Build relationships with external partners including accounting firms, real estate professionals, attorneys, and other strategic referral sources.
• Work alongside leadership to expand center of influence channels and community presence.
• Maintain an active pipeline of prospects and business development opportunities.

Skills

Networking

Relationship management

Entrepreneurial mindset

Communication

Independent work

Education

Bachelor's degree

Job description

Alley Company in Lake Forest, Illinois, seeks a VP of Business Development to drive new client growth and support client servicing. This role requires on-site presence five days a week and offers a pathway to collaborate with senior wealth advisors while deepening knowledge of investment philosophy.

You will build networks, manage a robust pipeline, and work with leadership to expand influence with high-net-worth clients and centers of influence.