Remote VP, Investment Consulting & New-Client Acquisition
Winthrop Wealth
Boston, MA
- Remote job
Winthrop Wealth is seeking a Vice President, Investment Consulting to own the acquisition cycle for high-net-worth prospects, moving them from discovery through alignment to a signed advisory relationship. This role leads with planning and trusted guidance, not product pushing, and coordinates closely with Compliance and Operations to ensure a seamless transition from signed agreement to onboarding. You will build credibility around our planning-led service model and manage a scalable #J-18808-Ljbffr Winthrop Wealth
Vacancy posted 1 day ago
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