Join one of the top RIA's in the country! The Director of New Client Development will lead and drive the firm’s new client acquisition strategy, building a scalable business development function and developing high-value relationships. The Director of New Client Development will directly lead a team of 20+ Regional VP's. Candidates must have 10+ years of RIA sales and business development experience and 5+ years of direct leadership experience. A CFP® certification or Series 65/66 is required, along with a demonstrated track record of generating significant new client and asset growth.
10+ years of experience in RIA sales, business development, and/or wealth management, with a proven track record of driving new client growth.
5+ years of direct leadership experience, managing, mentoring, and developing high-performing business development or sales teams.
Demonstrated success building and executing strategies to generate, cultivate, and convert new client opportunities within an RIA environment.
Deep understanding of the RIA landscape, wealth management industry, and high-net-worth client acquisition process.
Proven ability to develop relationships with high-net-worth individuals, business owners, executives, centers of influence, and referral partners.
CFP® certification or Series 65/66 required.
Strong experience building and managing a business development pipeline, including prospecting, relationship cultivation, sales strategy, and conversion.
Exceptional leadership, communication, presentation, negotiation, and relationship-building skills.
Highly strategic and entrepreneurial, with the ability to identify growth opportunities, develop market strategies, and drive measurable results.
Experience establishing KPIs, sales goals, accountability structures, and repeatable business development processes.
Ability to collaborate closely with executive leadership, advisors, marketing, and client service teams to create a seamless prospect-to-client experience.
RIA-specific sales leadership experience is strongly preferred, with a demonstrated history of personally contributing to significant new client and asset growth.
To apply, send your resume to, china@keyconsultingaz.com or emma@keyconsultingaz.com