FINANCIAL INVESTMENT SALES EXECUTIVE | New… at CRD Careers… · West…

Company Description

We connect growth-minded companies with high-impact professionals who drive real results. Whether you're building a team or building a career, our approach is precise, people-first, and built for long-term success.

We don’t do buzzwords—we do outcomes.

Job Description

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 You’ll 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

• 5–20 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
• Bachelor’s 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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