Director of Marketing and Sales, Wealth Management

Job ID: 02428

A well-established investment management firm is seeking a Director-level Marketing and Sales professional to join their High Net Worth (HNW) wealth advisory business.  It is a position with substantial upside potential for a business development/investment professional interested in growing a business and then taking a leadership position. The ideal candidate is results-driven, has skills in production, as demonstrated while employed in the HNW market.  The firm is located in Mercer County, New Jersey.

About the Job:

  • Develop strategic marketing and sales plans for high-net-worth markets
  • Spearhead sales efforts to increase AUM
  • Collaborate with management to grow firm both organically and inorganically

About You:

  • Minimum of 15 years of experience developing HNW business at an RIA, broker dealer or private bank
  • Background in private banking business development, insurance sales, asset management sales, and/or investment banking, preferred

Professional Chemistry:

  • Strong desire to work in an entrepreneurial environment
  • Desire and ability to move into senior management
  • Ability to work independently and collaboratively

Please forward resumes to Jim@ColemanCompany.net and reference Job ID: 02428