Are you passionate about building relationships that fuel the firm's expansion? Then this may be the perfect fit for you!
The Client Experience Director role is tasked with cultivating new individual prospect relationships and supporting the firm's growth initiatives. The ideal candidate should possess extensive experience in engaging and building relationships with prospective individuals while having a strong understanding of Wealth Management concepts including, financial planning, tax and estate planning, risk management, private and public markets.
Primary Responsibilities
Drive engagement with prospective clients sourced externally through defined inbound and outbound activities.
Collaborate with internal stakeholders to ensure a seamless onboarding experience for new prospects.
Manage the prospect pipeline effectively using activity-based metrics and qualitative engagement.
Track and report key business development metrics such as pipeline progress, conversion rates, and revenue growth.
Required Qualifications:
A bachelor's degree in Business, Finance, or a related field; an MBA or CFP® designation is advantageous.
Over five years of experience in business development, sales, and relationship management within financial services or wealth management.
Demonstrated success in meeting or exceeding growth targets.
Strong knowledge of investment products, financial planning, and the regulatory environment.
Experience with the client conversion process.
Excellent communication, negotiation, and interpersonal skills.
Self-motivation and the ability to work both independently and collaboratively.
FINRA Series 7 and 66 (or 63 & 65) licenses are required.
Physical Requirements
Prolonged periods sitting at a desk and working on a computer.
Compensation Range:
$100,000 - $130,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- Bachelor's degree in Business, Finance, or a related field
- MBA or CFP designation
- Over five years of experience in business development, sales, or relationship management within financial services or wealth management
- Demonstrated success meeting or exceeding growth targets
- Strong knowledge of investment products, financial planning, and regulatory environment
- Experience with the client conversion process
- Excellent communication, negotiation, and interpersonal skills
- Self-motivation and ability to work independently and collaboratively
- FINRA Series 7 and 66 (or 63 & 65) licenses
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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