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VP of Client Development, Private Wealth Management firm

Phyton Talent Advisors

Prominent Investment Management firm in Manhattan seeks a VP to take on a leadership role within their client development function. This role would be responsible for leading the effort to grow the firm's client base and drive revenue growth. This is a multi-faceted, high exposure role, working directly with the firm's founders, executives, and clients. This role is based in midtown Manhattan, 4 days per week in office. Responsibilities include New client and strategic partnership lead generation, development, engagement, and on-boarding in collaboration with other internal teams. Prospect statement review in collaboration with associates and analysts (including balance sheets, estate maps, and performance reports) Analytics on ROI of current sales initiatives Industry event monitoring (M&A, IPO, liquidity events) with a focus on fundraising Enhancement of existing business development tools and sources Firm representation at industry events Qualified candidates should have 10+ years of experience at a major private wealth management/RIA firm with exposure to high net worth clients and large, complex portfolios. Background in investment banking/investment management analytics and top school educational background preferred Base salary up to 300k with very competitive incentive/bonus structure. #J-18808-Ljbffr Phyton Talent Advisors

Vacancy posted 6 days ago
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