VP of Client Development, Private Wealth Management firm

Prominent Investment Management frim in Manhattan seeks a VP to take on a leadership role within their client development function. This role would be responsible for leading the effort to grow the firm's client base and drive revenue growth.

This is a multi-faceted, high exposure role, working directly with the firm's founders, executives, and clients.

This role could be based in either midtown Manhattan or San Francisco, 4 days per week in office.

Responsibilities include

-New client and strategic partnership lead generation, development, engagement, and on-boarding in collaboration with other internal teams.

-Prospect statement review in collaboration with associates and analysts (including balance sheets, estate maps, and performance reports)

-Analytics on ROI of current sales initiatives

-Industry event monitoring (M&A, IPO, liquidity events) with a focus on fundraising

-Enhancement of existing business development tools and sources

-Firm representation at industry events

Qualified candidates should have 10+ years of experience at a major private wealth management/RIA firm with exposure to high net worth clients and large, complex portfolios.

Background in investment banking/investment management analytics and top school educational background preferred

Base salary up to 300k with very competitive incentive/bonus structure.