Company Description
Boston Staffing Partners (BSP) is a boutique staffing firm based in Boston, MA, providing permanent and temporary recruitment solutions. BSP specializes in Financial Services, Accounting & Finance, Human Resources, and Administrative Services. Serving the greater Boston area and beyond, the company offers competitive hiring solutions across industries, sourcing talent for roles from staff to C‑level professionals in both permanent and contract capacities.
Role Description
This is a full‑time on‑site role for a Wealth Management Market Leader located in Chicago, IL. The Wealth Management Market Leader will be responsible for overseeing financial planning, investment management, and insurance service offerings. Daily responsibilities include managing client portfolios, identifying new business opportunities, leading the market team to achieve sales and revenue goals, and ensuring high‑quality client service. The role also involves staying informed on industry trends to provide tailored and strategic wealth management solutions for clients.
Qualifications
Proficiency in financial planning, investment management, and investments
Strong knowledge of finance and insurance practices
Proven leadership and teamwork skills, with the ability to drive results in a collaborative environment
Excellent communication, analytical, and problem‑solving abilities
Previous experience in wealth management or financial services is strongly preferred
Bachelor's degree in finance, economics, business administration, or a related field; advanced certifications (e.g., CFA, CFP) are a plus
Seniority level
Director
Employment type
Full‑time
Job function
Business Development and Sales
Industries
Staffing and Recruiting
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Market Director • Chicago, Illinois, United States