Job Title:
Business Development Director for Client Advisory Group
Job Code:
Job Category:
Business Development/Sales
Job Type:
Job Location:
Boston - MA
Date Posted:
Jun 18 2020
Expires On:
Jul 31 2020
Opportunity to join a growing firm and continue to develop skills in a client facing role. The candidate should have five or more years in either an investment, financial, or business role providing outstanding service to clients, work well in a team setting, and have strong attention to detail.

Position Responsibilities

  • Develop and build relationships with prospective individuals, families, and business owners
  • Assist in analysis of estate planning, tax planning, insurance needs, cash flow projections
  • Provide comprehensive guidance to clients regarding investments, family services, business advisory and multi-generational strategies
  • Collect, organize, and manage personal and financial client information
  • Prepare for client meetings, presentations, and conference calls with Advisory team and ensure any follow-up items are completed on schedule
Position Qualifications

  • Bachelor's degree
  • 5 – 10 years of relevant experience
  • Knowledge of financial, investment, private business, tax, multigenerational, and estate planning strategies
  • Commitment to clients and adhering to a fiduciary standard;
  • Strong analytical skills
  • Proven ability to build relationships
  • Self-starter, problem solver and goal-oriented
Required Years of Experience:
Additional Info:
CONTACT: Lynn Tyburski: | phone: 617-728-4100 | fax: 617-728-4115
Salary Range:


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