Vice President Business Development - Private Client Services
My client is searching for a Vice President of Private Client Services for it's prestigious Newport Beach, CA Office . The Firm founded in 2002 and has since become one of the largest RIAs (Registered Investment Advisor) in the nation with over $6.0 billion in assets under advisement. As a 100% employee-owned, independent investment advisory firm, we are a conflict-free advisor solely advocating for our diverse group of clients including that of endowments, foundations, institutions, and high-net-worth individuals.
Utilizing a diligent manager research process unique to the advisory community. Through our rigorous evaluation process we find stable and proven, but undiscovered managers. Our proprietary manager evaluation process and selection criteria help us identify the top investment managers before they are widely recognized.
In addition, our asset size allows us to negotiate lower fees and account minimums. We offer our clients access to a carefully selected and closely-guarded group of investment managers that exceed our strict performance and qualitative criteria. As a fee-only advisor, we accept no fees from the investment managers we recommend - this ensures that our clients' best interest is the only driving force in our relationship.
In 2014 alone the Firm was recognized for the following:
Rep/WealthManagement.com - Top 100 RIAs
Forbes Top 50 Wealth Managers
Forbes Fastest Growing Wealth Managers
Orange County Business Journal - Best Places to Work
The Firm provides a dynamic Proprietary Lead generation systems that provides not only direct client leads but also is an approved Money Manager on a number of Discount Broker Platforms.
Qualifications:
Minimum 3 years experience selling Investment Management Services
Must have excellent presentation skills and comfort selling Investment Management to HNW Clients.
Series 65
If you are open to a discreet conversation regarding this opportunity, please forward your resume or CV for consideration. All qualified candidates will be contacted.Estimated Salary: $20 to $28 per hour based on qualifications.
Utilizing a diligent manager research process unique to the advisory community. Through our rigorous evaluation process we find stable and proven, but undiscovered managers. Our proprietary manager evaluation process and selection criteria help us identify the top investment managers before they are widely recognized.
In addition, our asset size allows us to negotiate lower fees and account minimums. We offer our clients access to a carefully selected and closely-guarded group of investment managers that exceed our strict performance and qualitative criteria. As a fee-only advisor, we accept no fees from the investment managers we recommend - this ensures that our clients' best interest is the only driving force in our relationship.
In 2014 alone the Firm was recognized for the following:
Rep/WealthManagement.com - Top 100 RIAs
Forbes Top 50 Wealth Managers
Forbes Fastest Growing Wealth Managers
Orange County Business Journal - Best Places to Work
The Firm provides a dynamic Proprietary Lead generation systems that provides not only direct client leads but also is an approved Money Manager on a number of Discount Broker Platforms.
Qualifications:
Minimum 3 years experience selling Investment Management Services
Must have excellent presentation skills and comfort selling Investment Management to HNW Clients.
Series 65
If you are open to a discreet conversation regarding this opportunity, please forward your resume or CV for consideration. All qualified candidates will be contacted.Estimated Salary: $20 to $28 per hour based on qualifications.
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