Wealth Director (business Development Officer)

Legg Mason

Los Angeles, United States
Base: $180k - $225k; bonus/equity: annual discreti...
On-site
Securing new business
High-net-worth individuals and families
Investment management opportunities
Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions

Job Summary

  • Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions.
  • The role primarily focuses on investment management opportunities, but also includes trust, estate, tax, family office, and related custody opportunities.
  • Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.

Matching Summary

Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions.

Salary

Base: $180K - $225K; Bonus/Equity: Annual discretionary bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Securing new business
  • High-net-worth individuals and families
  • Investment management opportunities
  • Consultative approach to sales
  • Referral source relationships

Nice-to-have

  • Community engagement
  • Holistic strategies
  • Boutique customization
  • Sophisticated technology

Key Requirements

  • 8-10 years' experience in financial services
  • Servicing high net worth individuals, families, and their advisors
  • Proven sales success
  • Experience selling directed trust, estate settlement, and custody a plus
  • Knowledge of various asset classes and investment management styles
  • CFP designation a plus

Work Rights

Not specified

Tailored Resume

Cover Letter