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VP, Business Development & Client Relationship Manager

Dallas, TX, USA | Leading Financial Services Company

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Business Development
    General Management
  • Experience:
    7-10 years
Job Description:
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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.


Business Development

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

Account Leadership

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

Customer Focus

Organizational Agility


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

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