Executive Leadership Position - Fairfield County CT - Equity/Ownership Opportunity
JOB DESCRIPTION
Job #: | 20027 |
---|---|
Status: | Active |
Title: | Executive Leadership Position - Fairfield County CT - Equity/Ownership Opportunity |
Job Location: | West Hartford, CT |
Base Compensation: | $150,000 — $200,000 |
Total Compensation: | $200,000 — $400,000 |
Benefits: | Above Average |
Is Employer Willing to Relocate?: | No |
Employment Type: | Full Time / Direct Hire |
Job Categories: | Tax ; Wealth Management - Personal Trust; Wealth Management - Trust Tax |
Industries: | Banking; Financial Services; Investments |
WHY IS THIS A GREAT OPPORTUNITY?
Executive Leadership Position - Fairfield County CT - Equity/Ownership Opportunity
JOB DESCRIPTION
Executive Leadership Position - Fairfield County CT - Equity/Ownership Opportunity
Connecticut division of 70B+ National Financial Services Firm seeks Next Generation Firm Leader as the current Managing Director looks towards retirement. The ideal candidate will partner with Firm's CEO and COO to lead the organizational build-out, source referrals from existing local client relationships and network with local centers of influence to onboard new clientele. Utilize a collegial team based approach to service high net worth clients from a comprehensive wealth management platform encompassing investment management, estate and tax planning, insurance, retirement and education planning, and business advisory services.
Ownership and equity opportunity.
QUALIFICATIONS
10+ years experience and track record of business development success required.
Total Years of Experience:
9-10+
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