VP, BD

Job not on LinkedIn

🕒 4 days ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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PCM Encore

WebsiteLinkedInAll Job Openings

2 - 10 employees

💸 Finance

💳 Fintech

Finance • Fintech

PCM Encore is an independent, employee-owned registered investment advisor and fiduciary wealth manager that grew out of the multi-billion-dollar family office of its CEO, Michael Paulus. The firm offers comprehensive, personalized wealth management and family office services to high-net-worth and ultra-high-net-worth clients, including investment and portfolio management, tax planning, retirement planning, estate and legacy planning, trust services, Social Security and Medicare guidance, strategic gifting, and fiduciary/advisory services. PCM Encore emphasizes transparency, open-architecture investing, and access to uncommon investment opportunities across asset classes, combining modern portfolio theory with fintech platform experience. The firm has multiple offices across the U. S. (Palo Alto, Bellevue, Aspen, Miami, Richmond, New York) and is SEC-registered.

📋 Description

• Participate in approximately 8–12 client meetings per day once fully ramped • Conduct introductory and discovery meetings with qualified prospective clients across the United States • Manage a high-volume pipeline of inbound opportunities generated through digital marketing initiatives • Guide prospects through the sales process from initial engagement through onboarding • Build trust-based relationships with prospective clients and serve as a knowledgeable ambassador for the firm • Achieve and exceed activity, conversion, and revenue targets • Evaluate client financial situations, objectives, and investment needs • Develop and present illustrative portfolio recommendations and planning concepts • Communicate the value proposition of wealth management and family office services • Partner with internal stakeholders to deliver a best-in-class client experience • Leverage CRM, communication, and planning technologies to manage workflows efficiently • Use data and performance metrics to improve conversion rates and client outcomes • Manage phone, Zoom, email, and follow-up communications throughout the prospect journey • Construct sample client portfolios and recommendation materials • Maintain detailed records within CRM and planning systems • Collaborate regularly with leadership and cross-functional teams

🎯 Requirements

• Series 65/66 required • Demonstrated success in business development, consultative sales, wealth management, financial services, or related industries • Strong ability to manage high activity levels while maintaining exceptional client engagement • Proven track record of exceeding performance expectations in a structured, metrics-driven environment • Excellent verbal communication and presentation skills • High level of professionalism, organization, and personal accountability • Comfort using technology platforms to drive efficiency and client outcomes • CAIA, CIMA, or other similar designation preferred • Experience in wealth management, RIAs, family offices, private banking, insurance, asset management, or financial advisory environments preferred • FINRA licenses and/or investment industry credentials preferred • Experience presenting investment portfolios or financial planning concepts preferred • Familiarity with Salesforce, eMoney, Five9, Slack, and related technology tools preferred

🏖️ Benefits

• Massive inbound lead flow with no cold prospecting requirement • Fully remote work environment from anywhere in the United States • Direct access to founders and executive leadership • Opportunity to help shape a rapidly growing national wealth platform • Significant earnings potential, including opportunities for top performers to exceed $500,000–$1,000,000+ annually • Potential participation in long-term equity and value-creation opportunities

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