VP Client Development - Tampa FL

Client Development Financial Services Vice President Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Tampa, FL office as a Client Development Financial Services Vice President. As a Client Development Financial Services Vice President, you will be in a specialized client-facing role focused on growing business from existing clients and referrals, by providing holistic financial planning and portfolio service analysis. ABOUT THE ROLE Grow business in a client-facing role from both existing and former high-net-worth clientele, as well as their referrals, who have assets more than $500k per household Work alongside an established sales and service support team, who will assist you in being successful within the role by managing client retention, lead generation, trading, and investment research, while you take on the responsibility...