8 дней назад
Director of Client Development (Global Family Office)
130 530 - 228 380$
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Описание вакансии
Текст:
TL;DR
Director of Client Development (Global Family Office) (Wealth Management/Family Office): Leading market development and end-to-end sales for trust, investment management, banking, technology, fiduciary, and advisory solutions with an accent on sourcing U.S.-based family office prospects and building referral networks. Focus on researching complex financial profiles, positioning tailored products, closing and onboarding new relationships, and coordinating with international teams while maintaining AML/KYC and regulatory compliance.
Location: Miami, FL; applicants must be authorized to work in the U.S. without employment-based visa sponsorship.
Salary: $130,530–$228,380 USD base pay annually.
Company
provides wealth management, asset servicing, asset management, and banking services to sophisticated individuals, families, corporations, and institutions.
What you will do
- Lead market development and source new business for the Global Family Office business.
- Manage the full sales process, including prospect identification, discovery, product positioning, closing, and onboarding.
- Position trust, investment management, banking, technology, fiduciary, and advisory solutions.
- Build referral networks with external advisors, internal partners, regional offices, and existing clients.
- Research prospect financial profiles, assess needs, arrange meetings, and present tailored solutions.
- Support market strategy, competitor analysis, prospect events, referrals, and cross-business collaboration.
Requirements
- 8–10 years of experience in trust or investment sales and/or relationship management.
- Knowledge of local market practices and networks for sourcing business.
- Deep understanding of enterprise wealth management, trust, investment, and banking products.
- Strong analytical, sales, communication, and consultative skills.
- Series 7 and Series 66 licenses required.
- U.S. work authorization is required; employment-based visa sponsorship is not available.
Nice to have
- Experience working with Single Family Offices, Private Trust Companies, or Private Investment Offices.
Culture & Benefits
- Flexible and collaborative work culture with accessible senior leadership.
- Opportunities for internal movement and career development.
- Retirement benefits, including 401(k) and pension.
- Medical, dental, vision, spending account, disability, life, and accident insurance.
- Paid time off, parental and caregiver leave, and other well-being benefits.
- Discretionary bonus program that may include an equity component.
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