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greenhouse

VP, Business Development

Network Firms
Lake Forest, USA
Executive · 5+ years experience
Onsite
Discovered 2 weeks ago
CommunicationBusiness development

Full Job Posting

Key Responsibilities

  • Business Development
  • 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
  • Client Service & Relationship Management
  • Learn the firm’s investment philosophy, client experience model, and operational processes
  • Support existing client relationships in an account servicing capacity
  • Partner with the investment and research teams to understand portfolio strategy and market positioning
  • Assist senior advisors and relationship managers with ongoing client needs and communication
  • Help deliver a high-touch, white-glove client experience

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.
  • Passion for wealth management, investments, and relationship management
  • Ability to work independently while collaborating with a growing team
  • This position is an exempt position. The annualized base pay range for this role is expected to be between $125,000-$150,000 base salary compensation range. Base salary may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. Incentive compensation can be meaningful based upon success of business development efforts. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education
  • #LI-JS1
  • Alley Company is part of the Focus Financial Partners’ network firm community. As part of the partnership, Alley Company remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

Preferred Qualifications

  • Bachelor’s Degree required. Progress towards CFP and/or CFA, a plus.
  • This position is an exempt position. The annualized base pay range for this role is expected to be between $125,000-$150,000 base salary compensation range. Base salary may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. Incentive compensation can be meaningful based upon success of business development efforts. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education

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