We are seeking a dynamic individual to pivot into a role focused on the front end of the client journey. Unlike traditional advice roles, this opportunity is centered on meeting new clients, leading discovery conversations, and helping them take the first steps toward financial guidance.
About the Role
Meet and engage with new clients, understanding their financial needs and goals.
Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards established key performance indicators.
Partner with a team of trusted professionals to develop joint business opportunities.
You will play a critical role in converting warm internal leads into engaged Wealth clients without the ongoing administrative load of long-term client management. Working closely with our teams, you will collaborate to unlock opportunities and deliver seamless experiences for clients.
The ideal candidate will possess strong communication skills, a passion for building relationships, and a drive to succeed in a fast-paced environment.
This is an excellent opportunity for someone looking to make a meaningful impact in the financial services industry.