Associate Vice President - Client Development
Skills
- 5+ years of client-facing or financial services sales experience
- Proven track record of meeting or exceeding sales/AUM growth targets
- Strong verbal and written communication and relationship-building skills
- Proficiency with Salesforce or similar CRM platforms; workflow/configuration experience a plus
- Organizational skills to manage multiple priorities and a complex sales pipeline
- Ability to persuasively position fiduciary financial planning and investment solutions
Responsibilities
- Prospect and win new affluent and high-net-worth clients through outbound outreach, COIs, events, and partnerships
- Own the full sales cycle from initial meeting through signed agreement and onboarding
- Build and manage a high-quality, self-sustaining pipeline focused on AUM growth
- Position FPW’s planning-led, fiduciary value proposition and craft customized proposals
- Partner closely with advisors and specialists to coordinate proposals and transition clients post-close
- Capture and share market feedback and prospect insights to refine outreach and offerings
Education
- Bachelor’s degree required
- Relevant certifications (e.g., CFP, CFA) preferred but not required
Benefits
- Competitive base salary ($100k–$150k typical) plus uncapped performance-based compensation
- Tiered, AUM-driven incentive plan with significant upside (average total earnings $200k–$500k)
- Remote work flexibility
- Health, dental, and vision benefits
- 401(k) or retirement plan
- Paid time off and professional development opportunities
- Reasonable accommodations provided for applicants with disabilities
Average salary estimate
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