Sales Manager
United Legacy
Job Description
Job Description
United Legacy is more than a workplace — it's where driven professionals come to sharpen their craft, grow their influence, and make a real impact in the world of private investment. We're looking for a dynamic Sales Manager to join our Private Client department, where you'll gain deep exposure to high-level investment strategies, client relationship management, and the inner workings of a fast-moving financial services firm.
In this role, you'll work shoulder-to-shoulder with the Director of Private Client, leading and mentoring a team of Investor Relations Associates while actively guiding prospective and existing clients through a sophisticated sales pipeline. You'll develop a nuanced understanding of client financial profiles, investment goals, and decision-making psychology — knowledge that will sharpen your instincts and elevate your career in financial sales.
Beyond the pipeline, you'll collaborate with our Processing team to uncover reinvestment opportunities within our existing client base, giving you a comprehensive view of the full client lifecycle — from first conversation to long-term relationship. At United Legacy, we believe in building people as much as we build portfolios, and this role puts you at the center of both.
Vacancy posted 3 days ago
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