Vice President, Client Development — Financial Services

Job overview

The Vice President, Client Development — Financial Services is an onsite, full-time role in Camas, WA. The posting lists an $80,000 starting base salary that gradually steps down to $40,000, plus uncapped commission and a quarterly bonus. The role is with a fee-only portfolio management and fiduciary firm with more than $200 billion in assets under management. The vice president grows business among existing and former high-net-worth clients and referrals by presenting investment strategies, providing holistic financial planning and portfolio service analysis, and helping clients pursue their financial goals.

What you'll do

• Develop business from existing and former high-net-worth clients and referrals
• contact clients and arrange meetings
• present investment management strategies and financial planning
• analyze portfolio services
• obtain documentation needed to add accounts.

What we're looking for

Skills & competencies

vice president

client development

financial services

portfolio management

financial planning

high-net-worth clients

full-time

camas wa

cni consulting

$80k starting base

uncapped commission

quarterly bonus

Work arrangement

• Weekend coverage required

Benefits & perks

• 100% paid medical, dental, and vision premiums for eligible employees and dependents
• 50% 401(k) match up to the IRS maximum
• 20 days of PTO plus 10 paid holidays
• family support programs, including paid caregiver leave, adoption assistance, and backup childcare.

Why this role

Requires five or more years in client-facing or production-based financial roles, a qualifying investment adviser or securities designation, market and investment-product knowledge, and experience generating referrals and conducting client meetings.

About the employer

CNI Consulting Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.