FINANCIAL INVESTMENT SALES EXECUTIVE | New York, NY | Hybrid

Wealth Management Investment Sales Relationship-Driven Growth

CRD Careers is partnering with a premier global asset management organization seeking a high-performing Financial Investment Sales Executive in the New York City market.

This role is designed for someone who understands how to cultivate affluent client relationships generate new business and grow long-term financial partnerships.

This is NOT a passive account management seat.

This is for a sales-driven professional who thrives on:

• developing new client relationships
• expanding trusted networks
• building referral channels
• and driving investment growth opportunities

If you know how to build credibility with high-net-worth individuals and create long-term financial relationships this could be a strong next move.

What Youll Be Doing

• Develop new affluent and high-net-worth client relationships
• Drive retail investment sales and business development activity
• Leverage professional networks and centers of influence
• Build long-term trusted advisor relationships
• Partner with internal support and investment teams
• Expand assets under management through strategic relationship-building
• Maintain strong ongoing client engagement and retention

Qualifications :

What It Takes to Succeed

• 520 years of successful financial investment sales experience
• Background within wealth management banking investment advisory or financial services
• Strong new business development and client acquisition experience
• Proven ability working with affluent or high-net-worth clients
• Strong consultative sales and relationship management skills
• Bachelors Degree required
• MBA preferred
• Must reside within the NYC metro area

Additional Information :

  Premier global asset management organization
Strong compensation commission structure
High-income growth potential
Extensive sales support and training
No overnight travel
Relationship-driven environment
Long-term career growth opportunity

Ready to Explore

CRD Careers works with a curated network of experienced professionals who may not always be actively applying but remain open to the right strategic opportunity.

If this sounds aligned with your background call or text a Talent Manager at 407.436.9060

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Remote Work :

No

Employment Type :

Full-time