Position: Business Development/Relationship Manager
Location: Denver, CO
Date Added: January 7, 2014
We are working closely with a well-known and highly sought after Wealth Management firm with offices in several key U.S. locations. Our client, a $20+ billion AUM Registered Investment Advisor, is growing and looking to hire top notch wealth management professionals.
For their Denver office, we are searching for a dynamic professional that can take on existing clients and identify new clients. There is no existing client book expected but this professional will be expected to build their own book in addition to getting some account allocations from existing business.
The target HNW client has $5 to $15 million in total wealth. The firm’s investment philosophy combines both internally managed assets and external managers. In addition to investment management/advisory, they have deep wealth management services and a very strong infrastructure.
Qualifications and Core Requirements:
- The target candidate has 8-12-years of wealth management experience including investment Management or P.M. experience or new business development relationship management
- A successful candidate will be a professional with strong client communication ability and team player instincts
- Strong credentials are required and a is CFA preferred
The total compensation for the position will be competitive and flexible for the right individual. Based on our marketplace experience, the compensation will consist of a competitive base salary, a bonus (50% to 100%) based upon achievable objectives, and long term stock grants.
Riotto-Jones & Co. Comments:
Over the course of many conversations with this client, I heard specific expressions that should describe the ideal candidate. These key words and phrases included “statesman”, “Mr. /Ms. New York Private Banker”, “advocate for the bankers and clients”, and a “representative reflecting the sophistication, ethic and style of my client organization”.