Acquire Enterprise Wealth Management Clients

I need help opening doors to large-scale corporate accounts and converting them into long-term wealth-management relationships. We operate in the finance sector and already have proven portfolio strategies, solid performance data and all compliance documents ready; what we’re missing is a specialist who can position our offering in front of decision-makers at Fortune-level or equivalent enterprises and turn qualified interest into signed mandates.

Your role will revolve around the full acquisition cycle—from mapping targets, crafting outreach messaging and booking initial discovery calls, to coordinating demos with our in-house advisors and pushing the deal across the finish line. You will have access to our CRM, marketing collateral and performance dashboards, and can leverage LinkedIn Sales Navigator, Salesforce or similar tools you already master. Cold and warm channels are both in scope; what counts is measurable traction inside enterprises that oversee sizable corporate treasuries or executive benefit plans.

Acceptance criteria
• A vetted pipeline of at least 20 enterprise prospects within the first 30 days
• Five qualified presentations scheduled with C-level or treasury executives per month thereafter
• Detailed activity and results logged in our CRM so we can trace every touchpoint

If you have a track record of breaking into complex organizations and selling high-value financial services, I’d like to see concrete numbers from past wins and hear how you plan to replicate that success here.