Wealth Growth & Client Relations Leader
Jobtailor
- Engage and convert high quality prospective clients (introduce through internal and external lead sources), including delivering the appropriate inbound and outbound effort
- Managing on-going client relationships and expanding those relationships where appropriate
- Collaborating with other internal stakeholders to ensure a smooth onboarding experience for new clients.
- Effectively manage prospect pipeline with activity-based metrics and qualitative engagement
- Track and report key business development metrics, including pipeline progress, conversion, and revenue growth.
Vacancy posted 1 day ago
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