VP, Business Development

Network Firms•Lake Forest, IL

3d•$125,000 - $150,000•Onsite

About The Position

Alley Company is seeking a highly motivated VP, Business Development to join their team. This individual will play a critical role in driving new business growth while also learning and supporting the client servicing side of the business. This person will immediately step into an established client base and work alongside a highly collaborative team in servicing 3 books of existing client relationships. This is an ideal opportunity for a business development focused advisor who thrives on building relationships, developing referral networks, and generating new client opportunities while gaining exposure to investment management and client service opportunities. You will also work alongside senior wealth advisors and quickly learn the firm’s investment philosophy and high touch service culture. This position requires you to be on-site 5 days a week. Opportunities for workplace flexibility may be available based on performance, tenure, and business needs.

Requirements

Bachelor’s Degree required.
5+ years of experience serving high-net-worth clients within a wealth management or financial planning environment.
Proven ability to develop new business and cultivate client relationships
Strong networking and interpersonal communication skills
Entrepreneurial mindset with the desire to grow the practice.
Passion for wealth management, investments, and relationship management
Ability to work independently while collaborating with a growing team

Nice To Haves

Progress towards CFP and/or CFA, a plus.

Responsibilities

Proactively source and develop new client relationships with high-net-worth individuals and families
Generate and schedule meetings with prospective clients through networking, referrals, and centers of influence
Build relationships with external partners including accounting firms, real estate professionals, attorneys, and other strategic referral sources
Work alongside leadership to expand center of influence channels and community presence
Maintain an active pipeline of prospects and business development opportunities
Learn the firm’s investment philosophy, client experience model, and operational processes
Support existing client relationships in an account servicing capacity
Partner with the investment and research teams to understand portfolio strategy and market positioning
Assist senior advisors and relationship managers with ongoing client needs and communication
Help deliver a high-touch, white-glove client experience