We are working with a well-known Wealth Management firm with offices in several key U.S. locations. Our client has over $20 billion AUM and is a Registered Investment Advisor, which is growing and looking to hire a New Business professional in their Chicago office. The target HNW client has $5 to $15 million in investment asset. The firm’s investment philosophy combines both internally managed assets, and external managers. In addition to investment management/advisory capacities, they also have extensive wealth management services.
The successful candidate will be a sales professional with a referral network, and experience selling sophisticated investment and wealth management solutions. She/he will be a team player with strong credentials, communication skills, and a desire to do the right thing for a client.