CRD Careers | We're Hiring | 407-436-9060

FINANCIAL INVESTMENT SALES EXECUTIVE | New York, NY | Hybrid

CRD Careers | We're Hiring | 407-436-9060  •  West Palm Beach, FL (Remote)  •  20 days ago
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Job 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.

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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CRD Careers | We're Hiring | 407-436-9060

About CRD Careers | We're Hiring | 407-436-9060

CRD Talent (Job Seeker) :

At CRD Careers, we understand that finding the right job isn’t just about matching skills with a job description. It’s about discovering opportunities that align with your goals!

With expertise in Sales and HR recruitment, we’re well-equipped to guide you to positions that fit your skills and ambitions—goals, mindset, and financial aspirations!

Diversity and Inclusion - We’re committed to breaking down barriers and fostering diversity and inclusion in the workplace. We are dedicated to creating diverse and inclusive environments.

Why wait? Experience the CRD Difference – Contact a Talent Manager (407.436.9060)

CRD understands Employers - In an ever-competitive business landscape, hiring the right talent is crucial.

We believe recruiting new team members goes beyond assessing their skills - It's about finding individuals whose future goals and aspirations align seamlessly with your organization's mission and vision.

Our dedicated team of Talent Managers works tirelessly to achieve this perfect

match.

More Than Just Job Marketing

CRD Careers is not just about advertising job vacancies. We utilize our extensive resume database and robust network of career-focused (often passive or off market) talented professionals to find the best fit for your organization.

No matter the size of your company, we approach each strategic partnership with a Creative, Resourceful, and Diverse (CRD) mindset.

Experience the CRD Difference - Let us show you how our grassroots approach can transform your recruitment process.

Partner with CRD Careers today — because hiring is not just about filling a role; it's about investing in people who will drive your organization forward.

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Orlando, FL
Year Founded
2020
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