Senior Private Wealth Consultant

The Opportunity

StaffRight Associates is recruiting for a prestigious global asset management firm in their search for a high-caliber investment professional. This is a rare chance for a sophisticated sales expert to leverage their expertise in a high-reward environment that offers significant financial upside without the burden of travel. You will act as a pivotal link between world-class investment strategies and high-net-worth investors, driving capital growth within a robust institutional framework that provides elite-level back-office support.

What You ll Do

• Champion the acquisition of new retail investment business by engaging with affluent individuals throughout the Greater Boston area.

• Cultivate deep relationships with high-net-worth clients, providing them with sophisticated investment solutions tailored to their financial objectives.

• Execute a strategic sales process that converts leads into long-term partnerships, utilizing the extensive support resources provided by the firm.

• Synthesize complex market data and investment products into compelling narratives that resonate with discerning private investors.

• Drive consistent asset growth by maintaining a high activity level and capitalizing on the firm''s prestigious market position.

• Collaborate with internal support teams to ensure a seamless onboarding experience and premium service delivery for every client.

What You Bring

• Proven Expertise: You possess a minimum of five years (ideally up to 15) of verifiable success in financial sales within a wealth management, private banking, or advisory environment.

• Market Authority: You demonstrate a masterful understanding of retail investment vehicles and have a history of navigating the needs of the ultra-wealthy.

• Academic Excellence: A Bachelor s degree from an accredited four-year institution is required; an MBA is highly preferred.

• Local Presence: You are currently established within the Greater Boston metro region.

• Sales Prowess: While a pre-existing book of business is not mandatory, an elite hunter mentality and a track record of meeting aggressive sales targets are essential.

• Professional Integrity: You maintain the highest ethical standards necessary for high-level financial services and do not require visa sponsorship.

At StaffRight Associates, we are dedicated to identifying the industry s top performers and aligning them with career-defining roles. This position offers a significant base salary complemented by a lucrative commission structure and comprehensive benefits, all within a local role that requires zero overnight travel.

When you partner with StaffRight Associates in your search for your next role, you re doing more than pursuing a job, you re aligning yourself with a team of experts committed to placing top-tier talent in truly impactful positions.

We take pride in fostering professional growth and connecting forward-thinking individuals with organizations that value innovation and excellence. We look forward to showcasing your expertise in a way that resonates with our clients and opens the door to meaningful opportunities.