Our client is a prominent wealth management firm located in Boston, MA. They are seeking a Vice President, Business Development to drive client growth, as well as maintain existing client relationships. Must have a successful track record in achieving sales goals in a financial services environment.
Responsibilities:
• Responsible for business development to find high net worth prospects to the firm such as attorneys, CPAs and other advisors of company clients.
• Prospect and develop these new leads, as well as maintain relationships with existing clients through meetings and attending industry events.
• Must generate large sales revenue.
• Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys;
• Continually monitor certain economic, industry, capital market and company trends and developments;
• Conduct business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.
Requirements:
• Bachelors Degree in Finance, Business Administration or related field required. MBA or CFA preferred
• Excellent and successful background working within Business Development required.
• Excellent Prospecting skills
Location: Boston, MA
Salary: Highly Competitive Compensation Package
