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Director of New Client Development & Marketing

Kauffman Wealth Management Pasadena, CA
  • Posted: over a month ago
  • $85,000 to $250,000 Yearly
  • Full-Time
  • Benefits: medical, 401k
Job Description

KWM’s Head of New Client Development & Marketing:

  • Will creatively plan and carryout client acquisition initiatives, commensurate with the firm’s goals.
  • The ideal candidate will work with leadership to establish a new client development plan with clear, measurable and achievable goals.
  • Plan initiatives will be led by the KWM Head of Marketing and supported by the firm’s resources.
  • The Head of New Client Development & Marketing will creatively & systematically establish opportunities for KWM’s partners to speak to and share the unique capabilities and benefits of the firm’s award winning proactive financial services.
  • Though this position will involve social media marketing, digital marketing WILL NOT be the focus for this role. 

Ideal Candidate Will Demonstrate the Following:

  • Self-Starter
  • Creative Thinker
  • Extensive Marketing & Sales Knowledge
  • Ability to Generate Creative Marketing Ideas
  • Ability to Structure Time and Meet Goals & Deadlines
  • Project Development & Management Skills
  • Financially Savvy
  • Excellent Communicator (verbal and written)
  • Outgoing Personality
  • Computer Literate
  • Considerate Team Player
  • Kindness
Company Description
For nearly 40 years, Kauffman Wealth Management “KWM” has delivered exemplary, nationally recognized advisory services that have helped high-net worth clients more effectively meet their financial objectives. KWM’s proactive processes support exceptional client retention and contributed to nearly doubling Assets Under Management during the 5 years immediately following the 08 Financial Crisis.

Clients of KWM are supported with our framework of highly trained staff and objective independent analysis to ensure financial decisions are supported within the context of their goals, risk tolerance and concerns. In essence, KWM strives to be our clients “Life Partner” based on our caring, “client centric” deliverables.

KWM takes a holistic approach to engaging with our clients. We give clients world-class financial counsel, and engage with them to promote meaningful, healthful and purposeful lives.

Kauffman Wealth Management

For nearly 40 years, Kauffman Wealth Management “KWM” has delivered exemplary, nationally recognized advisory services that have helped high-net worth clients more effectively meet their financial objectives. KWM’s proactive processes support exceptional client retention and contributed to nearly doubling Assets Under Management during the 5 years immediately following the 08 Financial Crisis. Clients of KWM are supported with our framework of highly trained staff and objective independent analysis to ensure financial decisions are supported within the context of their goals, risk tolerance and concerns. In essence, KWM strives to be our clients “Life Partner” based on our caring, “client centric” deliverables. KWM takes a holistic approach to engaging with our clients. We give clients world-class financial counsel, and engage with them to promote meaningful, healthful and purposeful lives.

Address

140 S. Lake Ave.
Pasadena, CA
USA

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