Source Job

$200,000–$250,000/yr
US

  • 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.

Sales CRM Leadership Marketing Financial Services

20 jobs similar to Director of Client Development

Jobs ranked by similarity.

US

  • 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.

US

  • 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.

$117,250–$137,500/yr
US

  • 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.

North America 4w PTO

  • 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.

$100,000–$125,000/yr
US

  • Lead growth and strategic direction of a dynamic business platform.
  • Execute a sales strategy, build client relationships, and oversee a sales team.
  • Drive revenue growth and collaborate with marketing, product, and finance teams.

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Sales Director in North Carolina.

  • Be the strategic liaison for clients and McFadyen Digital.
  • Shape and execute our client partnership vision and influence revenue.
  • Collaborate with the senior executive team and cross-functional stakeholders to achieve goals.

McFadyen Digital is a leading global ecommerce advisor and implementor. During their 37 years in business, they’ve digitally enabled over 300 enterprise clients, including 10% of the Fortune 500. For many years they have been certified as a “Great Place to Work” which is attributed to their great team of several hundred employees.

$117,250–$137,500/yr
US

  • 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.

UK

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.

US

  • Lead and manage a team of Sr Enterprise Account Executives, providing guidance, support, and mentorship
  • Develop and execute sales strategies to drive new business acquisition and expand existing customer relationships within the Financial Services industry.
  • Drive team performance and productivity, ensuring sales targets and objectives are met and exceeded

Neo4j is the leader in Graph Database & Analytics, helping organizations uncover hidden patterns and relationships across billions of data connections deeply, easily, and quickly. Over 84% of Fortune 100 companies use Neo4j, along with a vibrant community of 250,000+ developers, data scientists, and architects across the globe. They foster collaboration and each of us is empowered to contribute and put their innovative stamp on projects.

$100,000–$125,000/yr
US

  • Develop and implement strategic sales plans to achieve revenue targets and drive business growth.
  • Recruit, train, and mentor regional sales managers, setting performance benchmarks and monitoring team results.
  • Optimize pricing strategies and sales processes to maximize profitability and market share.

This position is posted by Jobgether on behalf of a partner company.

$90,000–$110,000/yr
Canada

  • Lead strategic business growth initiatives and drive profitable sales.
  • Develop and execute tactical sales plans in collaboration with senior management.
  • Identify new opportunities and nurture client relationships.

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

$80,000–$140,000/yr
US

Drive the growth of new business and expand client relationships across the residential housing and development sector. Lead sales initiatives for digital solutions and listings services, collaborating with regional leadership to implement strategic plans and maximize market presence. Manage the full sales cycle from prospecting to closing.

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

4w PTO

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.

$105,000–$125,000/yr
US 4w PTO

  • 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.

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.

US

  • Leading PDG’s new client acquisition and revenue generation typically comprising US-based domestic and international companies in the life sciences industry.
  • Developing and maintaining a comprehensive knowledge of PDG’s solutions and services, along with industry trends.
  • Managing and driving the sales process from lead generation through contract execution.

Performance Development Group (PDG) is an award-winning, global leader helping Life Sciences companies improve business results through improving brand performance. They are recognized as a premier company in their field and their core values influence everything that they do.

$90,000–$150,000/yr
US 3w PTO

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.

US

  • Develop and execute a comprehensive national sales strategy to achieve ambitious revenue growth targets.
  • Provide leadership and coaching to a team of Sales Managers and Account Executives, focusing on exceeding quotas.
  • Collaborate with Customer Success to maximize customer retention and expansion opportunities.

EvenUp is on a mission to close the justice gap using technology and AI. We empower personal injury lawyers and victims to get the justice they deserve.

US

  • Build and maintain a quality pipeline of opportunities.
  • Secure qualified client meetings through various methods.
  • Maintain a deep understanding of Amplity Med Comm core capabilities.

Amplity is a full-service partner of biopharma companies, delivering flexible and specialized medical and commercial services to maximize resources and improve impact for clients through strategic partnerships and deep therapeutic expertise. Their people-driven, tech-enabled DNA fuels everything they do.

US

  • 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.