8 часов назад
Director of Client Development - Global Family Office
137 400 - 240 400$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director of Client Development - Global Family Office (GFO) (Trust and Investment Management): Leading market development and end-to-end sales for family offices, business owners, and private investment offices with an accent on trust, investment, banking, technology, fiduciary, and advisory solutions. Focus on sourcing and closing new business, building referral networks, assessing complex financial profiles, and coordinating compliant client onboarding.
Location: Chicago, IL, United States
Salary: $137,400–$240,400 USD base pay annually, plus a discretionary bonus that may include an equity component.
Company
is a Fortune 500 financial institution providing wealth management, banking, investment, fiduciary, asset administration, and advisory services to sophisticated individuals, families, and institutions.
What you will do
- Lead market development and source new business for the Global Family Office business.
- Manage the end-to-end sales process, including prospect identification, discovery, solution positioning, closing, and onboarding.
- Position trust, investment management, banking, technology, fiduciary, and advisory solutions for prospective clients.
- Research prospects’ financial profiles, assess product needs, and present relevant solutions to clients and their advisors.
- Build referral networks with external advisors, internal partners, regional offices, and existing clients.
- Support market strategy, competitor analysis, client referrals, prospect events, and collaboration with international teams.
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.
- Strong understanding of financial products and services across the enterprise, with analytical, sales, and consultative skills.
- Experience relating client asset situations to appropriate products and solutions.
- Series 7 and Series 66 licenses are required.
- Ability to follow fiduciary, investment, banking, AML/KYC, risk, and compliance requirements.
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.
- Retirement benefits, including a 401(k) and pension.
- Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
- Paid time off, parental and caregiver leave, and additional well-being benefits.
- Internal mobility and opportunities to contribute to the communities served.
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