Senior Client Development VP - High-Net-Worth Finance (Tampa)
CNI Consulting Inc.
CNI Consulting Inc. in Tampa, FL is seeking a Client Development Financial Services Vice President to grow the business by serving high-net-worth clients and referrals, delivering holistic financial planning and portfolio service analysis.
You will collaborate with an established team to manage relationships, conduct meetings, present investment strategies, and gather documentation to onboard new accounts. Requires 5+ years in client-facing finance roles and relevant designations.
#J-18808-LjbffrVacancy posted 3 days ago
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