Source Job

• 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.

Own elevated client experience processes including design, project management and implementation. Empower a motivated team of client experience associates and team leads to deliver an amazing client experience. Act as the subject matter expert for your assigned client experiences and work to continuously improve the employee and client experience.

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

• 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.

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.

• 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.

• 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.

In this role, you will lead the investment services area, oversee project planning and execution. You will also drive revenue growth through developing sales strategies and managing key client relationships. Your strategic thinking and proven sales leadership will significantly impact their mission of providing exceptional financial services to their members.

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

• 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.

• 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.

The role will bridge Wealthsimple’s Client Experience team with our Security team, fostering collaboration to mitigate risks and protect client interactions. Employee development, coaching, and mentoring via weekly 1:1s, monthly “Grow” sessions, & quarterly performance reviews. Actively engage with clients by assisting CXAs with challenging cases or handling escalations directly.

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

Responsible for leading client relationships, reviewing and delivering income tax returns, tax projections, and analysis for high-net-worth and ultra-high-net-worth clients. Must be detail-oriented and possess excellent time-management skills. Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.

Mercer Advisors has worked with families to help them amplify and simplify their financial lives for 40 years by integrating financial planning, investment management, tax, estate, insurance, and more.

• Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
• Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
• Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.

Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.

• Support and launch Wealthsimple’s world-class growth initiatives.
• Collaborate closely with Engineering, Marketing, Data, and Support to evolve our supporting infrastructure to scale to millions of clients.
• Partner to identify opportunities to improve acquisition, referrals, and retention.

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

• 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.

Lead Experian Marketing Services' growth strategy by driving net-new client acquisition and expanding market share across key industries. Build, lead, and inspire a high-performing team of new business sales directors focused on identifying opportunities. Partner with marketing, product, and strategy teams to refine go-to-market positioning and messaging for new prospects.

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

• Drive go-to-market strategy for asset, wealth management, and financial settlement products.
• Build clear, differentiated messaging and positioning for sophisticated institutional and wealth audiences.
• Lead cross-functional GTM initiatives in partnership with Product, Sales, Marketing, and Business Leads.

Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto. They are a diverse team of more than 600 members, united in building the future of finance by providing the foundation upon which value moves safely in the new global economy.

• Lead territory performance through oversight of advisor team engagement and campaign strategy.
• Directly manage and develop a team of Regional Marketing Consultants.
• Deliver actionable insights and reporting on program performance, ROI, and advisor team outcomes.

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.