Director Of Concierge & Sales

Public

New York, United States
Base: $130,000 - $200,000; variable comp included ...
On-site
6+ years in consumer finance or wealth management
Track record of acquiring and growing client relationships
Experience managing individuals who build client relationships
The role involves directly managing the high-touch Concierge team responsible for the asset and revenue growth of Public's most valuable members

Job Summary

  • The role involves directly managing the high-touch Concierge team responsible for the asset and revenue growth of Public's most valuable members.
  • Candidates must have a proven track record of acquiring, building, and growing client relationships while managing individuals who do the same.
  • Public is a long-term investing platform trusted with billions in assets from affluent investors, headquartered in New York City.

Matching Summary

The role involves directly managing the high-touch Concierge team responsible for the asset and revenue growth of Public's most valuable members.

Salary

Base: $130,000 - $200,000; Variable comp included in range; Not specified

Skills & Requirements

Must-have

  • 6+ years in consumer finance or wealth management
  • Track record of acquiring and growing client relationships
  • Experience managing individuals who build client relationships
  • Ability to work within regulatory compliance constraints
  • Proven ability to build processes for managing clients

Nice-to-have

  • Deep understanding of multi-asset high-net worth portfolios
  • Experience with algorithmic and API-based traders
  • Fluency with SQL and/or Python programming languages
  • Experience operating as an advisor to wealth management clients
  • Intellectual curiosity and comfort with ambiguity

Key Requirements

  • 6+ years experience in premier consumer finance or wealth management
  • Series 24, Series 7, and/or 63/66 FINRA certifications
  • Experience working within regulatory compliance constraints
  • Active Public member status required

Work Rights

Not specified

Tailored Resume

Cover Letter