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• You will lead business development efforts targeting the buy-side investment community, driving revenue growth.
• Responsible for managing a high-performing sales pipeline and building strong relationships with hedge funds, mutual funds, and private equity clients.
• Engage directly with clients through calls, presentations, and meetings, while mentoring your team to achieve aggressive sales targets.

This position is posted by Jobgether on behalf of a partner company, they use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly.

• Lead business development efforts targeting hedge funds, mutual funds, and private equity clients.
• Manage a dynamic sales pipeline and build senior-level client relationships.
• Contribute to the development of innovative products that address evolving market needs.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

• Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
• Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
• Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.

• Identify and engage potential banking clients, managing the end-to-end sales process
• Build and maintain strong, long-term relationships with enterprise executives, product teams, and technical stakeholders
• Act as a trusted advisor to key stakeholders, helping them achieve strategic goals

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Focus on bringing brand-new high-net-worth clients ($500K+) into Wealthsimple.
• Create human-first sourcing strategies to acquire and anchor new clients, with the potential to close $50M+ in new assets annually.
• Evolve systems, processes, and culture in Wealth Management, creating an innovative, world-class client experience.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money through smart technology.

In this role, you will play a crucial part in driving revenue growth while managing relationships with institutional clients. Leverage your expertise to acquire new business as well as service existing clients. Promote the full range of asset management capabilities.

This position is posted by Jobgether on behalf of a partner company and they use an AI-powered matching process to ensure your application is reviewed quickly.

• Leverage established custodian referral channel network to increase market share and grow the firm's book of business.
• Develop and maintain prospective client relationships through high-touch, white glove service.
• Own the full sales cycle from lead generation through closed business.

Focus Partners Wealth is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients.

As the leader of Investment Representatives, you will be responsible for handling client questions and overseeing risk and meeting compliance requirements. Be responsible for taking on team escalations and client complaints, analyzing root causes and implementing corrective actions. Be responsible for leading a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives and ensure effective performance management.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money with smart technology.

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

Shape and lead corporate advisory services, overseeing Risk & Reward, Pensions, and Employee Engagement teams. Drive the development and delivery of market-leading corporate financial planning solutions focusing on client experience. Develop innovative, compliant, and high-performing solutions that address the complex needs of corporate clients.

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform.

• Lead teams in delivering transaction processing services with a strong customer focus.
• Provide innovative solutions to clients while making key operational decisions that align with the company's goals.
• Guide departments in overcoming functional barriers and achieving operational success, all within a dynamic and collaborative environment.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Cultivate long-term relationships with clients, connecting with key executives and end-users.
• Develop a deep understanding of client goals, business requirements, and industry challenges.
• Provide strategic oversight during the entire client journey, including implementation, adoption, and renewal.

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.

• Leading Client Development function, driving lead qualification, pipeline conversion, and revenue growth.
• Overseeing a team of business development representatives (“specialists”) responsible for qualifying leads.
• Matching prospective clients with the appropriate financial professionals.

Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives.

Lead Midlands go-to-market activity, working with central marketing to deliver aligned campaigns and events. Represent CP Wealth at regional client events and networking sessions, ensuring strong follow-up. Build strong relationships with high-net-worth individuals, referral partners, and professional networks.

Cooper Parry Wealth is a financial planning firm in the UK that has flipped the traditional model on its head to do things differently.

Generate revenue growth and manage client relationships in a named account environment. Develop alliances with senior client management, offering recommendations through sales presentations and proposals. Serve as a strategic partner and primary contact, helping clients use data, analytics, software, and tech solutions.

Experian is a global data and technology company, powering opportunities for people and businesses around the world.