FINANCIAL INVESTMENT SALES EXECUTIVE | New York, NY | Hybrid
About The Position
CRD Careers is partnering with a premier global asset management organization seeking a high-performing Financial Investment Sales Executive in the New York City market. This role is designed for someone who understands how to cultivate affluent client relationships, generate new business, and grow long-term financial partnerships. This is NOT a passive account management seat. This is for a sales-driven professional who thrives on developing new client relationships, expanding trusted networks, building referral channels, and driving investment growth opportunities. If you know how to build credibility with high-net-worth individuals and create long-term financial relationships, this could be a strong next move.
Requirements
- 5–20 years of successful financial investment sales experience
- Background within wealth management, banking, investment advisory, or financial services
- Strong new business development and client acquisition experience
- Proven ability working with affluent or high-net-worth clients
- Strong consultative sales and relationship management skills
- Bachelor’s Degree required
- Must reside within the NYC metro area
Nice To Haves
- MBA preferred
Responsibilities
- Develop new affluent and high-net-worth client relationships
- Drive retail investment sales and business development activity
- Leverage professional networks and centers of influence
- Build long-term trusted advisor relationships
- Partner with internal support and investment teams
- Expand assets under management through strategic relationship-building
- Maintain strong ongoing client engagement and retention
Benefits
- Strong compensation + commission structure
- High-income growth potential
- Extensive sales support and training
- No overnight travel
- Relationship-driven environment
- Long-term career growth opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Senior
