Client Experience Director
West Conshohockenhybriddirector$100K – $130K
Posted 6 days ago · via Workday
About this role
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.…
Read the full description on Cerity Partners Management's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is director-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in West Conshohocken. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included