FINANCIAL INVESTMENT SALES EXECUTIVE | New York, NY | Hybrid at CRD Careers (Independent Recruiters)

West Palm Beach, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Aug, 26

Salary

225000.0

Posted On

11 May, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Investment Sales, Wealth Management, Business Development, Client Acquisition, Relationship Management, Consultative Selling, Asset Management, High-Net-Worth Client Management

Industry

Staffing and Recruiting

Description

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 #wealthmanagement #financialadvisor #investmentsales #privatebanking #assetmanagement #financialservices #businessdevelopment #wealthadvisor #newyorkjobs #financecareers #relationshipmanagement #crdcareers Compensation: USD 175000 - USD 225000 - yearly

Responsibilities

Develop and maintain relationships with affluent and high-net-worth clients to drive retail investment sales. Expand assets under management by leveraging professional networks and building referral channels.