Director of Client Development

Job Summary

A company is looking for a Director, Direct Client Development.

Key Responsibilities

• Lead and motivate the Direct Client Development team to achieve sales targets
• Develop and execute lead generation programs and strategies to acquire new clients
• Establish and monitor individual and team goals based on Key Performance Indicators

Required Qualifications

• Bachelor's degree from an accredited institution, preferably in Business, Economics, Accounting, or Finance
• 5+ years of experience in the financial services industry, with a focus on high-volume sales and client service
• Minimum of 5 years of sales team management experience strongly preferred
• CFP or CFA preferred; Series 65 required or ability to obtain quickly
• Experience with Digital Marketing Intelligence tools is a plus