Full time

Vice President, Client Development

Philadelphia, PAJob reference #: km 121018


An independent and employee-owned wealth management firm headquartered in Radnor, Pennsylvania is looking to hire a Vice President, Client Development to join our team.

This position will identify, source and develop new high net worth and institutional prospects and clients.

Essential Functions:

  1. Identify prospects and bring in new business from high net worth individuals, families, endowments and foundations.
  2. Cultivate key prospects on a regular basis through personal contact, correspondence, handwritten acknowledgements, personal visits, and invitations to special events.
  3. Explore new business opportunities from external and internal sources, including targeting new business from current clients.
  4. Arrange and lead business development and pre-planning meetings.
  5. Establish sales process, opportunity tracking and metrics to enable clear communication of progress and status of the pipeline.
  6. Assist the Director of Marketing and Client Development in implementing business development marketing strategies and initiatives.
  7. Coordinate with colleagues to identify prospects. Leverage contacts within the community through professional and social networks.
  8. Develop and implement targeted client events.
  9. Track prospect contact data in CRM system to build our database.
  10. Inform prospects of new product offerings and services, including sending updated product information.
  11. Attend various events and conferences that may be applicable to our industry.

Supervisory Responsibilities:

This position does not have supervisory responsibilities.

Job Requirements (Knowledge/Abilities):

  1. 10+ years in a business development role, preferably in a wealth management environment.
  2. Broad knowledge of investment strategy, trust, estates, tax and financial planning.
  3. Proven track record in sales and client development.
  4. Knowledge and experience with CRM system(s).
  5. Strong written, verbal and interpersonal communication skills.
  6. Demonstrated ability to provide courteous and professional service to clients.
  7. Ability to leverage social media.
  8. Excellent organization and prioritization skills.

  • Trust Company
  • Investment Management
  • 7+
  • Bachelor's Degree