<p>This dynamic and knowledgeable Client Executive will possess the following expertise and skills: Ability to build strong relationships, engage and encourage trust, and deepen the prospective investor relationships by applying a focused communication strategy, and exceeding expectations. Extensive knowledge of the financial planning process including, Advanced Financial Planning concepts and strategies, Estate Planning, Retirement Planning and Investment Planning. Ability to build a rapport with participating RIAs and understand the breadth and nuance of these firms offerings. Ability to thoughtfully speak about different wealth planning and investment strategies and screen client assets while engaging in goal planning discussions. An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results Passion for community engagement to share and engage prospects in discussion about their personal situation in order to match with an RIA Build out and ongoing management of Relationship Managers team, processes and performance, as needed. Experience and proven success in an advisory role, including a relationship management and sales function. Proven ability to develop a multi-pronged approach to a successful channel sales strategy with success in executing against it to achieve short and long-term business objectives. Speed and Drive for Results. Ensures that things are getting done at a rapid pace, evoking ownership and accountability. Innovation. Encourages and identifies opportunity for change through collaboration. Invests in new ideas, creates environments that encourage experimentation and is confident in sharing their new ideas. Series 7, 65 (or 66) required prior to hire Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings A sound understanding of the Broker/Dealer and RIA marketplace Experience working in or with high growth RIA organizations preferred Bachelor's Degree required; advanced professional designation such as Certified Financial Planner (CFP) preferred</p>