Sales Director - (US-NY-New York)

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From Jeff Altman: The Big Game Hunter

Sales Director - (US-NY-New York)

Compensation: $120K - $150K
Min Education: Bachelors
Job Type: Full Time
Jobcode: 065747MJA

The Commission structure is uncapped - 0 - 300% based on new business fee generation.

Experience Required : 5 - 10 years
Degree Required : 4 Year Degree
Travel Required : Upto 25 %

The incumbent will focus on selling Private Wealth Management's investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will enable development of junior associates.

The incumbent should possess 7+ years of related experience, preferably in financial services (wouldn't rule out a 4 year person so long as they are proven in track record). Emphasis is given to experience in relationship sales. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $1 million or more and/or large foundations and endowments. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience in preferred.

Candidate Must Have :
* CFP Strongly preferred
* At least 4 years related experience - proven track record in Financial Sales
* Contacts in the legal and accounting fields

Email resume in Word to jeffaltman@cisny.com ONLY IF YOU HAVE THE EXPERIENCE SOUGHT. Please include the job code with the position.

NO RELOCATION. NO VISA TRANSFERS. NO 3RD PARTIES. NO OVERSEAS RESUMES.

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Jeff Altman, The Big Game Hunter
Concepts In Staffing
9 East 37 Street
New York, NY 10016