Financial Services BDM - USA

Our international financial planning client is seeking a gen-zee profile client relationship manager / BDM based in the USA to join their elite Wealth Advisory team doing business remotely into the USA. This opportunity is best suited to to those in the USA with a background and exposure to high-net-worth clients. She will be a polished, articulate and upwardly mobile communicator with a degree from a top-tier university would thrive in this environment.

This opportunity represents a chance to contribute to a mission-driven approach to financial services, challenging traditional norms and creating meaningful, positive change. Operating from Europe our client is a leader in delivering life-centered financial planning, systematic investment strategies, and a client-focused model for high-net-worth individuals, families, and business owners in the USA.

Position Overview

The Client Relationship Manageress will serve as the primary liaison between the organization and its clients, ensuring their financial goals are met with exceptional care and expertise. This role requires her to collaborate with financial planners and client service teams to deliver a seamless client experience.

The ideal candidate is proactive, organized, she will be committed to integrity and excellence, ready to thrive in a dynamic remote environment and contribute to effort of sales in the the USA.

Key Responsibilities

• Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
• Facilitate the onboarding of new clients and ensure smooth transitions.
• Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
• Provide exceptional service, exceeding client expectations and delivering meaningful value.
• Address client inquiries with clarity and professionalism.
• Act as a liaison between clients and financial advisers, ensuring effective communication.
• Collaborate with Wealth Advice Associates and the Client Services team to ensure timely processing of requests.
• Continuously seek ways to enhance client experiences and improve service delivery.

Qualifications and Skills

• 4–8 years of experience in client relationship management.
• Commitment to acting in the best interests of clients at all times.
• Proven ability to develop and maintain client relationships.
• Strong communication skills with the ability to simplify complex financial concepts.
• Team-oriented mindset and ability to thrive in a collaborative environment.
• Self-motivated and highly organized, with a growth mindset and positive attitude.
• Curiosity or experience in finance and personal well-being is a plus.

What’s in It for You

• Someone who wants a higher purpose and the opportunity to make a meaningful impact.
• A values-driven culture that prioritizes service to clients and the community.
• Accelerated personal and professional growth within a supportive environment.
• Competitive salaries, comprehensive benefits, and work-life balance.
• Collaboration with a team of experts and stunning colleagues.
• Opportunities for innovation, excellence, and professional development.

Why Join Our Client?

This is a chance to be part of an organization focused on creating positive change for clients, society, and the financial services industry. It’s an ideal fit for professionals seeking a progressive, challenging, and rewarding long-term career with opportunities for growth and impact. They will provider her with FULL training.

Application Process

1. She will submit her application.
2. Participate in an initial 30-minute interview with HR.
3. Attend a follow up interview with the team leader and/or team members.
4. Conclude with a 30-minute culture fit interview with a director.

If this opportunity aligns with your career aspirations and you’re ready to make a difference, please apply today.

Mt client is an equal opportunity employer and encourage applications from people of all backgrounds.

Please note : This role requires an experienced BDM candidate with a great phone manner.