VP, Affluent Strategy & Cross-Channel Referrals

A leading financial services firm is seeking a Vice President to manage initiatives aimed at enhancing relationships with affluent clients. Responsibilities include designing scalable referral partnerships and ensuring alignment with Wealth Management strategies. The ideal candidate will have over 7 years of experience in finance, exceptional communication and leadership skills, and will navigate a fast-paced environment. Comprehensive benefits and a competitive rewards package are offered. This role is located in New York City.
#J-18808-Ljbffr