The Vice President will build and maintain relationships with assigned wealth management clients in Wisconsin to increase assets. They will collaborate with internal wholesalers to implement territory plans, conduct site visits, and provide consultative value-added services.
Build and maintain relationships with Wealth Management clients in Michigan to increase assets through proactive outreach and consultative services. Collaborate with internal wholesalers and marketing teams to implement territory plans and provide value-added investment analysis.
Develop and maintain relationships within the retirement plan ecosystem to drive new business and retain existing assets. Collaborate with various teams to uncover opportunities and improve the firm’s business position.
