Facebook pixel

Director of Client Development
Confirmed live in the last 24 hours
United States
Experience Level
Desired Skills
Mergers & Acquisitions (M&A)
  • Bachelor's degree (Master's degree or MD preferred)
  • Series 65 Investment Adviser Representative license required or must hold one of the five professional designations that may be granted a waiver from the Series 65 exam, including the CFP®
  • Expert with CRM systems such as Salesforce and allied marketing and sales technology
  • You have mastery of wealth management and financial planning. 7+ years of wealth management and comprehensive financial planning experience, with a preference for experience working with physicians
  • You are an innovator and a self-starter: You feel comfortable thinking outside the box and creating new ways to develop clients while navigating ambiguity. You are highly motivated and able to thrive in a fast-paced environment
  • You know your audience: You have - or can quickly develop - a deep understanding of physicians' unique wealth management needs and have mastered the know-how to use a consultative approach that meets prospects where they are. to add value to their daily lives
  • You are an expert in closing: You have a proven ability to develop and close high-net-worth prospects; you have a strong track record in business development and acquiring new clients rather than simply maintaining existing ones. Ideally, you have experience in a sophisticated acquisition approach using multiple channels to drive leads
  • You are flexible: You can be available to meet with physician prospects outside regular hours to accommodate their schedules and travel to attend events to meet with prospects
  • You are highly empathic and trustworthy: You can understand our client's underlying motivations and concerns while having the professional credibility to earn the trust of people looking for real, evidence-based values
  • A track record of building a large book of business based on a consultative approach, with a preponderance of high-net-worth prospects - in a situation where the prospect required cultivation and engagement (versus order taking)
  • Attraction to being a pioneer in a new business that is rapidly scaling
  • A high-performance bar and desire to win, strong structure and collaboration, able to articulate progress against goals
  • A collaborative teammate, you are able to lift the performance of those around them while working toward common goals
  • Directly create leads and prospects through sales techniques including in-person events with physician prospects
  • Develop and implement strategies that convince marketing-driven and self-created leads to engage further to learn more about Forme, culminating in directly closing new target client accounts and achieving growth goals
  • Lead the creation of the “ecosystem” and “playbook” - that drives client growth and asset formation - across acquisition channels that include multi-channel marketing as well as through “offline” channels like professional association events
  • Ensure a seamless prospect-to-client experience
Forme Financial

11-50 employees

Physician financial planning platform