What are the responsibilities and job description for the Senior Private Wealth Consultant position at Jobs via Dice?
Dice is the leading career destination for tech experts at every stage of their careers. Our client, StaffRight Associates, LLC, is seeking the following. Apply via Dice today!
The Opportunity
StaffRight Associates is recruiting for a prestigious global asset management firm in their search for a high-caliber investment professional. This is a rare chance for a sophisticated sales expert to leverage their expertise in a high-reward environment that offers significant financial upside without the burden of travel. You will act as a pivotal link between world-class investment strategies and high-net-worth investors, driving capital growth within a robust institutional framework that provides elite-level back-office support.
What You ll Do
When you partner with StaffRight Associates in your search for your next role, you re doing more than pursuing a job, you re aligning yourself with a team of experts committed to placing top-tier talent in truly impactful positions.
We take pride in fostering professional growth and connecting forward-thinking individuals with organizations that value innovation and excellence. We look forward to showcasing your expertise in a way that resonates with our clients and opens the door to meaningful opportunities.
The Opportunity
StaffRight Associates is recruiting for a prestigious global asset management firm in their search for a high-caliber investment professional. This is a rare chance for a sophisticated sales expert to leverage their expertise in a high-reward environment that offers significant financial upside without the burden of travel. You will act as a pivotal link between world-class investment strategies and high-net-worth investors, driving capital growth within a robust institutional framework that provides elite-level back-office support.
What You ll Do
- Champion the acquisition of new retail investment business by engaging with affluent individuals throughout the Greater Boston area.
- Cultivate deep relationships with high-net-worth clients, providing them with sophisticated investment solutions tailored to their financial objectives.
- Execute a strategic sales process that converts leads into long-term partnerships, utilizing the extensive support resources provided by the firm.
- Synthesize complex market data and investment products into compelling narratives that resonate with discerning private investors.
- Drive consistent asset growth by maintaining a high activity level and capitalizing on the firm''s prestigious market position.
- Collaborate with internal support teams to ensure a seamless onboarding experience and premium service delivery for every client.
- Proven Expertise: You possess a minimum of five years (ideally up to 15) of verifiable success in financial sales within a wealth management, private banking, or advisory environment.
- Market Authority: You demonstrate a masterful understanding of retail investment vehicles and have a history of navigating the needs of the ultra-wealthy.
- Academic Excellence: A Bachelor s degree from an accredited four-year institution is required; an MBA is highly preferred.
- Local Presence: You are currently established within the Greater Boston metro region.
- Sales Prowess: While a pre-existing book of business is not mandatory, an elite hunter mentality and a track record of meeting aggressive sales targets are essential.
- Professional Integrity: You maintain the highest ethical standards necessary for high-level financial services and do not require visa sponsorship.
When you partner with StaffRight Associates in your search for your next role, you re doing more than pursuing a job, you re aligning yourself with a team of experts committed to placing top-tier talent in truly impactful positions.
We take pride in fostering professional growth and connecting forward-thinking individuals with organizations that value innovation and excellence. We look forward to showcasing your expertise in a way that resonates with our clients and opens the door to meaningful opportunities.