Fast growing 7B+ AUM Independent Wealth Management Firm seeks a Director, Wealth Management to develop and close business that is sourced through a premier custodial referral network. No cap on upside. Long term payouts in perpetuity. Highlights
Build relationships with Financial Consultants at the Custodial Branches by closing referred leads and positioning the Firm as the comprehensive planning and/or customized investment solution for appropriate clientele
Ability to lead with either a customized financial planning approach or with deep tactical investment expertise
Collegial culture with extensive operational, investment, financial planning and relationship management support
5+ years of progressively higher sales achievements within the Wealth Management arena
Ideally an understanding of the custodial referral network channel
Advanced designations such as CFP, JD, CPA or CFA preferred
Self-starter that thrives in a fast-paced environment
Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.
Sanford Rose Associates is ranked as the 10th Largest U.S. Search Firm by Executive Search Review, demonstrating our ability to deliver the caliber of talent that our clients both require and deserve.
Over the past 60+ years, Sanford Rose Associates has maintained an exclusive network of offices who remain unparalleled in terms of professionalism, performance and service that exceeds our clients’ expectations.