Director - Client Development

Conshohocken  (Conshohocken, PA)

Permanent - $400000 / 500000

Financial Services

Added on 04/28/2009

About the company
With over $17 billion under direct supervision, and recognized as one of the Top 50 Wealth Managers, Hirtle Callaghan has become one of America's fastest growing investment firms. Known as "Wall Street idealists" for combining performance intensity with a genuine fiduciary ethos, Hirtle Callaghan Chief Investment Officers deliver a unique, top-down approach to asset management that emphasizes the significance of strategy and risk management at every step of the investment process.

Now in its 21st year, Hirtle Callaghan sets a higher standard of service to the investment market by offering complete objectivity, as well as the insight and discipline of a professional Chief Investment Officer, supported by a fully staffed investment department - an approach previously available to only the largest, multi-billion dollar family groups and institutions.

Job description
POSITION SUMMARY:
The Director - Client Development will be responsible for the overall development and success of the sales/client development function at Hirtle, Callaghan & Co. This role, based out of Conshohocken Pennsylvania will have national responsibility. This individual will be a key member of the management team, leveraging and integrating with Firm resources, staff, and managers to ensure successful acquisition, integration and retention of new clients.

POSITION RESPONSIBILITIES:
• The incumbent will develop production goals and calling activity targets for the sales/client development team, will oversee implementation of this activity plan, and is responsible for the overall sales/client development process, sales/client development results, and staff development of team members.
• S/he will act as a senior advisor and assist in the closing of complex sales
• S/he will develop the strategic marketing plan and sales budget, and will represent the sales function to the executive committee
• The Managing Director of Sales must work well with all departments within the organization and motivate individuals to work together for the overall benefit of the Firm.
• Perform other needed functions as required.

Who we are looking for
EDUCATION & EXPERIENCE and OTHER REQUIREMENTS:
• The incumbent should possess 10+ years of related sales / sales management experience preferably in investment services.
• S/he will have a proven track record of successful selling, problem solving, and teambuilding.
• S/he must have strong client service skills and the ability to effectively communicate investment strategy and process.
• S/he must be a strong communicator, both written and verbal, with excellent presentation skills.
• Bachelor's degree, preferably in a business or finance major required.
MBA, CFP or CFA required.
• Significant travel will be required. Current offices include Atlanta, Boston, Chicago, Philadelphia, Pittsburgh, and Scottsdale with at least 2 projected additional office openings per year.
• Familiarity with MS Office applications and ability to utilize on-line reporting systems.

What's on offer
Our client is offering a competitive base salary plus bonus.

Michael Page Contact
For further info, apply or phone on +1 215-861-7050.
Your application will be sent to Brian Pietraccini with the reference UPBP1189477 .
Reference : UPBP1189477

• 
•