Director of Client Development

Remote

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$200,000 – $250,000Compensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FintechIndustries

Requirements

Candidates must possess a Bachelor's degree, with a Master's degree or MD preferred. A Series 65 Investment Adviser Representative license is required, or one of the five professional designations that may grant a waiver. Expertise with CRM systems like Salesforce and other sales/marketing technology is essential. The role demands mastery of wealth management and financial planning, with at least 7 years of experience, preferably working with physicians. Successful candidates should be innovators, self-starters, comfortable with ambiguity, highly motivated, and able to thrive in a fast-paced environment. They must understand physicians' unique wealth management needs, utilize a consultative approach, and have a proven track record in developing and closing high-net-worth prospects and acquiring new clients.

Responsibilities

The Director of Client Development will drive new client development and asset formation, working closely with colleagues to close prospects and achieve growth goals. This involves creating, cultivating, and closing prospects through the development of systems and techniques. Responsibilities include directly generating leads and prospects through sales techniques such as in-person events, and developing/implementing strategies to convert leads into clients. The role also entails leading the creation of an ecosystem and playbook for client growth and asset formation across various acquisition channels, ensuring a seamless prospect-to-client experience.

Skills

Client Development

Sales

Business Development

Financial Services

M&A

Client Acquisition

Prospecting

Growth Strategy

Leadership

Earnest

Provides low-interest student and personal loans

About Earnest

Earnest provides financial services focused on student loan refinancing, private student loans, and personal loans. The company uses advanced data analysis and underwriting software to assess each client's financial situation, allowing them to offer low-interest rates tailored to individual needs. Clients can select flexible repayment plans that suit their financial circumstances, making it easier to manage their debt. Unlike many competitors, Earnest continuously adjusts its rates based on market conditions to remain competitive. The goal of Earnest is to help financially responsible individuals effectively manage their educational and personal debt.

San Francisco, CaliforniaHeadquarters

2013Year Founded

$123.5MTotal Funding

ACQUISITIONCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees