Strategic Partnership Development Lead

5 days ago


Calgary, Alberta, Canada David Aplin Recruiting Full time

David Aplin Recruiting seeks a highly skilled Strategic Partnership Development Lead to join our team in this exciting opportunity.

Job Description:

Serving as the primary point of contact for clients, the successful candidate will leverage expert knowledge of intricate business information to acquire, retain, and establish strategic partnerships to expand our high-net-worth client base.

  • Engage in activities aimed at bolstering the firm's brand, reputation, and visibility through public speaking, writing articles, and other defined initiatives.
  • Serve as an ambassador to aid in building networks and profiles.

Key Responsibilities:

  1. Achieve superior financial performance for the team/department/division under your purview.

Qualifications:

  • Background in Estate and Tax planning for the High Net Worth market.
  • 5-10 years of experience in a professional services firm at a minimum Associate Partner level, or in a Senior Client Facing role in Tax and Estate Planning within a Financial Institution.

We estimate the salary for this position to be between $120,000 - $180,000 per year, depending on location and experience.



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