Wealth Strategy & Client Growth Manager

Creative Planning; Princeton (NJ); On-site; USD 100,000 - 130,000; Full time

Job summary

A financial services firm in New Jersey is seeking a Director of Talent Acquisition to manage the wealth management client relationships, develop financial strategies, and present services clearly. The ideal candidate will have at least 7 years of experience in financial services, strong sales skills, and proficiency in MS Office. A Bachelor's degree is required, with a preference for advanced degrees. This role plays a critical part in business development and client retention.

Qualifications

• 7 years financial services experience including direct sales with investment clients.
• Solid knowledge and ability to present complex financial topics to clients.
• Ability to handle highly detailed work with a great degree of accuracy.

Responsibilities

• Primary point of contact for wealth management clients.
• Assist in creating, delivering, executing financial plans.
• Increase market share in local market.

Skills

Financial services expertise

Sales abilities

Presentation skills

Detail orientation

Education

Bachelor’s degree in finance, business or marketing

Graduate degree (JD, MBA, CPA)

Tools

MS Word

Excel

PowerPoint

Job description

A financial services firm in New Jersey is seeking a Director of Talent Acquisition to manage the wealth management client relationships, develop financial strategies, and present services clearly. The ideal candidate will have at least 7 years of experience in financial services, strong sales skills, and proficiency in MS Office. A Bachelor's degree is required, with a preference for advanced degrees. This role plays a critical part in business development and client retention.