CAREERS
Job Title: Vice President
Reports to: Managing Director
Department: Retail
Location: Boston
Primary Duties and Responsibilities:
- Educate customers on our wide range of financial products, services and offerings
- Act as a voice to customers, listen to needs, understand goals and identify appropriate financial solutions.
- Explore client’s level of knowledge, family financial objectives, current planning practices and financial goals
- Respond to sales opportunities with creative and original approaches
- Deliver superb customer service
- Research and resolve customer problems immediately
- Assist our existing client base and makes outbound calls to reach new opportunities
- Maintain and update prospect and sales reports
- Responsible for fiduciary responsibilities for clients
- Provide risk management for clients
- Hold regular appointments with existing clients to stay in touch with goals/concerns of the client
- Regularly arrange meetings with prospective clients with goal of obtaining new business
- Attend morning meeting at 7:30 am daily
- Stay current on offerings to clients by reading/researching and keep up with breaking news daily
Experience and Qualifications Required:
- Series 7 and 63 required
- 5+ years experience in a financial sales environment
- Existing client base with client assets in excess of $20M and existing annual production of at least $350K
- Comprehensive understanding of the operation of securities industry
- Great energy and the desire to truly help your clients
To Apply:
Please email your resume to: human.resources@leerink.com and reference "Vice President, Retail" in the title. Thank you for your consideration.