VP, Business Development & Client Relationship Manager
Dallas, TX, USA | Leading Financial Services Company
Job Description:109 people have viewed this job
Responsible for meeting specified sales goals by growing assets under management in the Dallas office by developing new client relationships and strengthening relationships with current clients to obtain referrals for new business.Also responsible for representing Westwood Wealth Management in the community through membership in professional associations and cultural organizations and engaging in other activities to generate prospective client leads.
Produce new business to achieve annual growth objectives through executing Westwood Wealth Management’s strategic approach for growing and retaining assets and sourcing new business
Meet and exceed the established sales goals, performance expectations and standards for success
Manage the sales process for high net worth clients and the complexities of each relationship to develop new business
Participation on non-profit boards & committees, professional associations and in conferences
Network within the community and attend company sponsored charitable events to develop the non-profit pool of clients
Client Relationship Management
Represent the organization's positions, initiatives and interests with a focus on the delivery of superior client service
Cultivate client relationships to build high client retention rates by providing each client with valuable service offerings, competitive investment processes and performance and by fulfilling the role of trusted advisor
Perform ongoing account reviews of asset allocation models, request re-balancing to targets and review of required account documentation
Competently facilitate financial planning discussions and deliver goal-based planning output to clients
Assist in the coordination of communication across account teams and applicable institutional segments
Ensure proper maintenance of CRM system
Participate in informational and educational seminars designed to build awareness to targeted groups
Conduct clear, coherent and understandable financial presentations to current, new and prospective clients highlighting Westwood’s investment strategy, account performance and new products
Minimum Education Required:
Bachelor’s degree in Business, Finance, Marketing or Economics
Minimum Specific Experience Required:
7+ years of experience in financial services, client management and demonstrated sales success.Trust experience preferred.
Deliver Results and Meet Team Expectations
Achieve Personal Work Goals and Objectives
KNOWLEDGE, SKILLS, AND ABILITIES
A professional of unquestionable integrity, credibility, and character who has demonstrated high moral and ethical behavior.
Track record of success in generating leads, prospecting for opportunities, networking for introductions and ultimately closing a significant amount of new business.
Able to articulate a thorough understanding of target market for investment management services.
An expert communicator with superior presentation, time management and organization skills.
A strong community presence with an established network of personal and business contacts.
This physical demands required to perform the essential duties successfully are consistent with a professional office environment.
This position requires frequent travel. Most travel is within the local area and may be outside of normal work hours.
This job description may be subject to change at any time