Overview

Privately Held Multi-Trillion Dollar Investment Firm seeks a VP/Sales Associate in San Francisco to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management services, with a focus on developing and cultivating relationships.

Responsibilities

• Support High Producing Private Wealth Advisors
• Follow up on leads, prepare marketing materials, plan for client meetings, brainstorm new ideas, etc.

Qualifications

• 4 - 8 years of experience in Wealth Management or Sales
• High level, energetic individual who is ready for the next step in their sales career

Compensation

Salary: $175,000 - $225,000