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Willow Wealth · 2 hours ago

Client Consultant, Private Client Group

Dallas County, TX

Full-time

Onsite

Mid, Senior Level

$140K/yr - $175K/yr

3+ years exp

Willow Wealth is the leading private market investment platform, seeking a Client Consultant for their Private Client Group. The role focuses on supporting high net worth individuals and corporate executives by managing and growing client relationships, driving engagement, and converting interest into investment activity.

FinanceFinancial ServicesFinTechWealth Management

Responsibilities

Drive AUM growth by expanding relationships with existing investors and converting new platform sign-ups into active, long-term clients

Educate investors to enhance their understanding of Willow Wealth’s investment strategy and the details of individual funds and offerings

Leverage consultative selling techniques to understand clients’ needs and provide tailored investment solutions, guiding them through the decision making process

Build and nurture high-value relationships by delivering investor-focused education and expectational service

Proactively Engage your existing client base with regular outreach to maintain strong relationship and identify new opportunities to grow AUM

Qualification

Sales experienceSeries 7 licenseClient presentation skillsInvestor-first orientationPrivate markets investmentsConsultative selling techniquesPerformance metricsInterpersonal skillsRelationship-building skillsCross-functional collaboration

Required

3-7 years of proven sales record within financial services or related fields

Sales and/or client facing presentation skills

Meticulous white-glove service experience and demonstrated investor-first orientation

Ability to prioritize tasks, leads, and outreach based on analysis

Experience meeting and exceeding metrics driven performance indicators

Works well under pressure in a dynamic, high growth environment

Interact and communicate effectively with new prospects, investors, departments and stakeholders

Ability to navigate cross functionality and collaborate towards great client outcomes

Strong interpersonal and relationship-building skills, ability to interact with and grow a highly successful client base via phone, email and in-person, as needed

Series 7 license