Our team continues to expand and is looking for recent graduates who are looking to learn the Wealth Management Recruiting business!
As an associate, you’ll be trained in the field of executive search focusing in the private wealth industry. Criterion Management would include hands-on training in sales, negotiation techniques, maintaining our internal CRM database and building client relationships.
Please note this job is in Rye Brook, so candidates should only apply if they have reliable transportation and are able to commute to the office each day of the training period. Upon completion of the training, there is a chance where remote work would be offered.
About Criterion Management, we represent senior private wealth advisors looking to advance their careers. We are an external recruiting firm that represents top tier advisors looking for the next step in their career. Like Sports Agents or Talent Agents, we represent our clients as we learn about their business goals and identify what platform is best for them.
Qualifications:
- Self-motivated with strong sales drive.
- Strong verbal and written communication skills.
- Ability to work in a competitive environment.
Benefits:
- Competitive base compensation package including commission plan.
- Health, Vision, and Dental
- Generous 401k plan
- 5-day work week for the first 9 months with half day on Friday
- 4-day work week post 9 months
Responsibilities:
- Cold call, email and text prospective clients.
- Builds positive customer relationships through excellent service, support, knowledge of clients represented.
- Maintains a strong relationship with clients and prospects to ensure positive customer satisfaction.
Job Type: Full-time
Pay: From $50,100.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person