FINANCIAL INVESTMENT SALES EXECUTIVE New York NY Hybrid

Job Description Wealth Management | Investment Sales | Relationship-Driven Growth CRD Careers is partnering with a premier global asset management organization seeking a high-performing Financial Investment Sales Executive in the New York City market. This role is designed for someone who understands how to cultivate affluent client relationships, generate new business, and grow long-term financial partnerships. This is NOT a passive account management seat. This is for a sales-driven professional who thrives on: developing new client relationships expanding trusted networks building referral channels and driving investment growth opportunities If you know how to build credibility with high-net-worth individuals and create long-term financial relationships, this could be a strong next move. What You’ll Be Doing Develop new affluent and high-net-worth client relationships Drive retail investment sales and business development activity Leverage professional networks and centers of influence Build long-term trusted advisor relationships Partner with internal support and investment teams Expand assets under management through strategic relationship-building Maintain strong ongoing client engagement and retention Qualifications 5–20 years of successful financial investment sales experience Background within wealth management, banking, investment advisory, or financial services Strong new business development and client acquisition experience Proven ability working with affluent or high-net-worth clients Strong consultative sales and relationship management skills Bachelor’s Degree required MBA preferred Must reside within the NYC metro area Additional Information Premier global asset management organization Strong compensation + commission structure High-income growth potential Extensive sales support and training No overnight travel Relationship-driven environment Long-term career growth opportunity Compensation $175,000-$175,000 per year #J-18808-Ljbffr CRD Careers (Independent Recruiters)