Vice President / Sales Associate

Job Description

Job Description

Privately Held Multi-Trillion Dollar Investment Firm seeks a VP / Sales Associate in San Francisco to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management services, with a focus on developing and cultivating relationships.

VP / Sales Associate Position :

• Support High Producing Private Wealth Advisors
• Follow up on leads, prepare marketing materials, plan for client meetings, brainstorm new ideas, etc.
• Client is looking for a high level, energetic individual who is ready for the next step in their sales career
• Requires 4 - 8 years of experience in Wealth Management or Sales
• Salary : $175,000 - $225,000