03 Jun Head of Strategic Relationships
Head of Strategic Relationships
Independent Wealth Management Firm
Los Angeles, CA
Dynamic Independent Wealth and Investment Management Firm
seeks a Head of Strategic Relationships to develop and implement
strategies to source new clientele and grow fee based AUM.
No cap on upside. Long term payouts in perpetuity. Path towards partnership.
- Build relationships with Firm partners and their respective well developed networks of trusted centers of influence including family law attorneys, accountants, investment bankers, private equity managers, foundations, estate planning attorneys and insurance brokers
- Develop and launch group prospect events and seminars tailored to specific target audiences of COIs
- Source new business and help close referred leads with a collaborate team-based approach, coordinating the proper introduction to senior staff and wealth advisors
- Collegial culture with extensive operational, investment, financial planning and relationship management support
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