New York, New York
The Vice President of Sales is a newly established role for NewCo HFM. It is a senior position that will leverage the founding principals as well as an accomplished advisory board and extend the reach of NewCo HFM far and wide.
While the role is ostensibly a business development role, it is an external, ambassadorial role centered on relationship building and problem solving at a B2B or wholesale level, direct to families of great wealth and complexity and to networks in the “ecosystem” of families and their other professional advisors.
Key Competencies and Experience
Critical Competencies for Success
An Understanding the UHNW Segment
An Understanding of B2B Relationship Development with Leading Wealth Management Firms
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