The salesforce is responsible for acquiring private client assets for a well-established investment management firm. The firm will provide centralized support in the areas of marketing, legal and compliance, client services, investment operations and portfolio management.
Lead and facilitate the teams proactive communication with clients to provide outstanding support, assist with custom application needs and improve overall product experience. Objectively measure and improve client satisfaction using key best practice metrics to drive decisions.
Leads the development of the companys vision, strategies and tactics relative to existing and new businesses by providing process and framework, as well as working with parent company and senior management.
The Vice President of Business Development will be responsible for developing comprehensive customer plans and a sales strategy to identifying and calling on prospects and key decision makers within targeted accounts.