BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
1171-1

Job Type:
Permanent

Title:
Sales (Fee-Only Wealth Management) (1171-1)

Location:
New York, NY

Description:
Pioneering fee-only wealth management firm ($1B+ AUM) seeks an
entrepreneurial sales professional who will be the firm’s first dedicated
salesperson after years of steady organic and word of mouth growth. This
individual will develop new and lasting relationships and possess the
skills/contacts to bring in accounts of $1M+. Will have total ownership of
the sales cycle from initiation to closing and must be a results-driven,
highly motivated self-starter interested in building a sales function from
the ground up.

RESPONSIBILITIES:
Identify sales opportunities and convert prospects into clients through a
variety of sources:
-Leverage existing HNW relationships to yield qualified client prospects
-Target “Centers of Influence” through professional associations, industry
events, and leverage these COIs to refer potential clients
-Via relationships with Corporate Executives/HR/Office of the CFO, secure
status as a Wealth Management provider for target firm employees
-Develop relationships with networks of
Dentists/Physicians/Psychiatrists/etc.
-Explore new avenues of developing next generation clients
Create/build/manage a sales pipeline--manage multiple prospects with clear
understanding of key decision makers/sales metrics and work to continuously
improve results
Report activities/results on a continuous basis

REQUIREMENTS:
Bachelor’s degree required; MBA preferred
CFP/CFA preferred
Minimum of 7 years’ experience, preferably in Wealth Management
Proficiency with sales tools (CRM, Outlook, Word, etc.) including on remote
devices
Existing relationships with viable “Centers of Influence” with demonstrated
track record of success leveraging these relationships
Strong desire and demonstrated ability to pursue new business opportunities
Excellent communication skills; well-honed presentation and negotiation
skills
Ability to gain respect/trust from a broad group of constituents including
corporate executives/financial intermediaries/trusted advisors/etc.
Demonstrated track record in prospect engagement/pipeline management/sales
conversion
Engaging/proactive/motivated/assertive personality


Category:
Asset Management

Contact:
maura@bcius.com