HNW Sales Associate (Presales)


: $162,550.00 - $162,550.00 /year *

Employment Type

: Full-Time


: Sales

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One of New York's leading fee-only independent wealth management firms has an opening for a highly motivated Sales & Event Manager with experience in marketing services that help others plan for and protect their financial futures. The ideal candidate has been proven effective in originating new business and client assets of $1M+ as well as developing long-lasting relationships with contacts and clients. HNW Sales Associate (Presales) Responsibilities: The Sales & Event Manager role is responsible for marketing the firm's Financial Planning and Investment Management Services to qualified affluent prospects, using a multi-pronged approach: ? Making outbound inquiries to members of various professional organizations that the firm has partnered with. This includes approaching professionals to engage the firm to handle their Wealth Management needs throughout their entire career life-cycle. ? Targeting "Centers of Influence" directly, or via professional associations, attending specific industry events, and other means. These centers of influence are valuable in referring potential clients to the firm. ? Executing a successful business development plan to gather significant assets for the firm. ? Handling inbound inquiries from prospective clients, developing rapport, understanding their needs, qualifying them as leads, providing initial insight, explaining the firm's service offering and subsequently converting them into clients through consistent interactions. ? Participate with a professional marketing team to plan educational events for existing and prospective clients. The HNW Sales Associate (Presales) role assumes total ownership of the new business cycle from initiation to closing. This includes: ? Identify, engage, and convert opportunities and prospects into clients. ? Effectively and efficiently create, build, and manage a pipeline. ? Forecast opportunities based on patterns, trends, market intelligence, and other factors. ? Maintain a clear understanding of key metrics, report them on a timely basis and use them to continuously improve results. ? Provide continuous recording and reporting of activities, opportunities, and results. ? Manage multiple points of contact within each prospective opportunity with a clear understanding of the key decision maker(s) and appropriate steps to close. ? Categorize and group prospects and create tailored actions/responses/plans for each. ? Draw upon past/present experiences and relationships to develop markets and build upon them to sustain long-term relationships. ? Evaluate and effectively prioritize open opportunities ? Develop and maintain a strong understanding of and intimacy with the firm's services and solutions, and its industry. ? Maintain a keen understanding and knowledge of each prospect's circumstances, needs, and motivations, and secure their business. HNW Sales Associate (Presales) Qualifications: ? 5-8 years' sales/business development experience to HNW segment, preferably in Wealth Management or a relevant field. ? Bachelor's degree from an accredited college or university. Graduate degree and professional designation (CFP, CFA, etc.) are a plus. ? Solid tenure at prior firms. ? Strong desire and demonstrated ability to identify, qualify, and pursue new business opportunities. ? Excellent interpersonal skills and communication abilities, with well-honed presentation and negotiation skills. ? Demonstrated track record in prospect engagement, pipeline management, and opportunity conversion. Proven experience in leveraging relationships and gaining trust internally and externally. ? Proficiency with tools (CRM, Outlook, Word, etc.) including on remote devices. ? Of the highest integrity and ethics; able to gain respect and trust from a broad group of constituents ? Willingness to travel as necessary to meet with prospects and participate in events.
Associated topics: bank, finance, financial advisor, financial security, financial service, investment analyst, payment management solution, securities, security, stock broker * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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