Wealth Management Executive Jobs in Boca Raton, FL

Major Account Executive (MAE) Strategic Business Development & Enterprise Client Relations Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing Company: Chrysolite Investment Management Corporation (Chrysolite IMC) Location: Lake Mary, Florida (Hybrid, Field & Remote Opportunities Available) Position Type: Full-Time Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing Department: Strategic Business Development & Enterprise Client Relations Reports To: Director of Sales Executive Leadership & Revenue Growth Compensation: Competitive Base Salary + Uncapped Commission + Performance Bonuses + Enterprise Account Incentives + Leadership Development Opportunities Drive Enterprise Growth. Build Executive Relationships. Deliver Strategic Solutions. Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking an experienced Major Account Executive (MAE) Strategic Business Development & Enterprise Client Relations to lead business development initiatives with enterprise organizations, commercial clients, professional firms, institutional partners, and high-net-worth individuals. This position is ideal for professionals who have a proven ability to develop executive-level relationships, manage complex sales opportunities, and deliver consultative business solutions within the financial services and commercial real estate industries. As a Major Account Executive, you will be responsible for identifying, developing, and managing strategic client relationships while expanding Chrysolite IMC's Private Wealth Management and Commercial Real Estate investment platforms. Position Summary The Major Account Executive is responsible for acquiring, developing, and managing enterprise-level client relationships through strategic business development, executive presentations, consultative sales, and long-term account management. This position serves as a senior revenue-producing role focused on building sustainable client relationships, increasing market penetration, and supporting the Company's long-term strategic growth initiatives. Primary Responsibilities Develop and execute strategic business development plans to generate new enterprise business. Build relationships with executive decision-makers, business owners, investors, and institutional organizations. Identify opportunities for Private Wealth Management, Commercial Real Estate Investing, business consulting, and capital market solutions. Conduct executive-level discovery meetings, presentations, and solution consultations. Develop customized proposals and coordinate client engagement strategies. Negotiate business opportunities while maintaining strong client relationships. Manage a portfolio of strategic enterprise accounts. Collaborate with Executive Leadership to support regional and national growth initiatives. Maintain complete CRM documentation, opportunity tracking, forecasting, and reporting. Represent Chrysolite IMC at networking events, conferences, business associations, and industry functions. Strategic Business Development Responsibilities Enterprise account acquisition Executive relationship development Business-to-business (B2B) sales Strategic partnership development Commercial real estate business development Private Wealth Management opportunity development Market expansion initiatives Referral partner cultivation Executive presentations Revenue forecasting Territory development Enterprise Client Relationship Responsibilities Build trusted relationships with executive decision-makers. Develop long-term client engagement strategies. Coordinate client meetings and strategic reviews. Ensure timely follow-up and exceptional client service. Identify opportunities for account growth and cross-functional collaboration. Maintain accurate client records and communication history within the Company's CRM. Qualifications Required Bachelor's degree in Business, Finance, Marketing, Real Estate, Management, or a related field preferred (or equivalent professional experience). Three or more years of experience in one or more of the following: Enterprise sales Major account management Business development Commercial real estate Financial services Wealth management Corporate relationship management Business-to-business (B2B) sales Strong executive presentation and communication skills. Demonstrated ability to develop long-term client relationships. Experience managing complex sales cycles. Proficiency with Microsoft Office and CRM software. Preferred Experience working with commercial real estate investors or institutional clients. Experience selling professional or financial services. Existing network of business professionals and referral partners. Knowledge of consultative or solution-based selling methodologies. Core Competencies Strategic Business Development Enterprise Account Management Executive Relationship Management Consultative Selling Negotiation Financial Acumen Client Retention Territory Development Strategic Planning Communication Leadership Professionalism Performance Expectations Successful Major Account Executives are expected to: Develop and maintain a qualified enterprise sales pipeline. Conduct executive-level client meetings and presentations. Consistently build new strategic business relationships. Maintain complete and accurate CRM records. Submit timely forecasts, reports, and account updates. Meet established activity, relationship, and revenue objectives. Demonstrate professionalism, integrity, and compliance with Company standards. Performance goals are established by management and may be adjusted based on business priorities and market conditions. Compensation & Incentive Opportunities Chrysolite IMC offers a competitive performance-based compensation program that may include: Competitive base salary Uncapped commission opportunities Major account acquisition incentives Enterprise revenue performance bonuses Annual performance incentives Leadership development opportunities Professional coaching and executive mentoring Career advancement opportunities Specific compensation terms will be discussed during the interview process and outlined in the applicable employment and compensation agreements. Benefits Eligible employees may receive access to benefits that may include: Medical, dental, and vision insurance Paid holidays and paid time off Retirement savings plan (subject to plan eligibility) Mileage reimbursement for approved business travel Professional development assistance Continuing education opportunities Leadership training programs Employee recognition and incentive programs Benefits are subject to Company policy and applicable plan eligibility requirements. Why Join Chrysolite IMC? At Chrysolite IMC, we believe lasting success is built on trusted relationships, strategic thinking, and a commitment to helping clients pursue their financial and investment objectives. Our team members are supported through leadership development, ongoing education, collaborative teamwork, and opportunities to build rewarding careers in Private Wealth Management and Commercial Real Estate Investing. If you are an accomplished relationship builder with a passion for strategic business development and enterprise account management, we invite you to apply. Hiring Process Qualified candidates may be invited to participate in: Resume review Initial telephone or virtual interview Executive interview with Company leadership Business development or presentation assessment (when applicable) Reference and background verification, consistent with applicable law Completion of pre-employment documentation and onboarding requirements Career Advancement Outstanding performers may have opportunities to advance into leadership positions, including: Senior Major Account Executive Regional Business Development Manager Director of Strategic Accounts Director of Sales Executive Leadership & Revenue Growth Apply Today Join Chrysolite Investment Management Corporation and help expand our enterprise client relationships while contributing to the continued growth of our Private Wealth Management and Commercial Real Estate Investing divisions. Please forward cover letter & resume to: for review and consideration. Chrysolite Investment Management Corporation is an Equal Opportunity Employer. Employment decisions are based on qualifications, merit, business needs, and applicable federal, state, and local laws.