Company Description:

Launched as a registered investment adviser in 2003, with roots dating to 1987, WMN focuses on managing the liquid assets of successful individuals and families-whether still active in careers, near retirement, or already retired. The firm's personal and comprehensive approach to wealth management stems from a strong desire to help clients achieve a sense of financial well-being, security, and peace of mind.

WMN's investment process assembles a diverse spectrum of asset classes into portfolios that reflect each client's requirement for return: their risk tolerance, time horizon, income need, and tax sensitivity. We believe strongly that fee-based investment advisory services add immense value for individuals with simple or complex financial situations.

Job Description:

• The Business Development and Client Servicing professional will focus on building new client relationships in partnership with other team members, along with some portfolio managment responsibilities as well.

• Business development interaction will take place face-to-face, by phone, at industry events, through COI's and other company-and/or industry-related activities.

• The goal is to generate a new book of business (or to bring an existing book of business to the firm and expand it). Ongoing client relations servicing for the client will be led by the business development and client servicing professional and supported by the company's client relations resources.

Qualifications:

• 7 - 10 years business development experience wtihin the financial investment advisory industry.

• Strong persuasive skills and the ability to communicate and educate long-term invsetment principles.

• Possesses circle of influence (current clients, prior business relationships).

• Proven experience in developing and executing a business development plan that identifies key targets and tactics for reaching them.

• An enthusiastic student of the investment industry, bringing knowledge of and technical proficiency in the investment funds industry.

• CFA designation a plus. Series 65 or 66.

• Disciplined, highly motivated and possesses excellent time management skills.

• Results-oriented.

• Can work effectively in a collaborative, team environment.

• Excellent listening, observational and interpersonal skills.

• Good people instincts.

• Ability to create relationships with others inside and outside the firm that are based on mutual respect, loyalty and trust.

Further job details

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