VP, Business Development

The role

This individual will drive new business growth and support client servicing. They will source new client relationships and work alongside senior wealth advisors to service existing client books.

What you will do

• 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

Required qualifications

• Bachelor's Degree
• 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
• Passion for wealth management, investments, and relationship management
• Ability to work independently while collaborating with a growing team

Nice to have

• Progress towards CFP and/or CFA

Benefits

• Annual cash bonus
• Medical
• Dental
• Vision
• Life insurance
• 401(k)

About the company

Alley Company is a registered investment advisory firm located in Lake Forest, Illinois. It is part of the Focus Financial Partners' network firm community.