VP, Business Development - Lazard Wealth

Americas
Asset Management
New York

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. 

Lazard Wealth (LW), LAM’s wealth management business, collaborates with our clients to help solve and simplify the complexities of wealth, while delivering sophisticated investment solutions and advice. We combine years of history and experience to help preserve and grow our clients’ wealth across generations. The principal areas of focus with clients are strategic advice and planning, investment management and direct private investments. Working in partnership with families, we customize an investment process that meets their specific needs.

 

We are seeking a VP of Business Development and Relationships to focus on driving business growth, building a referral pipeline and fostering key relationships with “Centers of Influence” (COIs) in the UHNW investment ecosystem.

 

We’ll trust you to:

  • Identify opportunities to grow our client base via relationships within UHNW universe
  • Leverage your relationship management expertise to effectively promote our services and expand our client base
  • Educate COIs and prospective clients on LW’s capabilities
  • Identify COIs (firms, individuals or entities) such as attorneys, accountants, insurance providers, etc. who collaborate with those in the UHNW space
  • Establish and maintain meaningful connections with COIs through networking events, introductions, conferences, panels and targeted outreach efforts
  • Stay up to date on market trends and emerging client needs
  • Track communications in Salesforce
  • Showcase LW’s expertise and value proposition by hosting seminars and events providing educational resources
  • Help to create high quality presentations for prospective clients, COIs and senior leadership
  • Conduct industry research
  • Independently lead important projects (email marketing, Sales technology, events, conferences)

 

You’ll need to have:

  • 6+ years experience in a client facing role in the wealth management industry
  • Exposure to investments, tax and estate planning services
  • Passion for networking with ability to connect meaningfully with industry colleagues whether in person, virtually, or at events/conferences
  • Ability to work proactively and independently as a member of a small, flat, cohesive team with limited supervision
  • Outstanding attention to detail, with ability to perform and prioritize multiple tasks simultaneously while meeting or exceeding deadlines
  • Strong proficiency in Microsoft Office Suite
  • Exceptional interpersonal, communication and presentation skills
  • Collegial, collaborative mindset
  • A belief in continuous improvement
  • Ability to participate in some domestic and international travel

 

What We Offer

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

 

Does this sound like you?

Apply! We’ll get in touch on the next steps.

 

What we offer

 

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately $160,000-$180,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

 

Does this sound like you?

Apply! We’ll get in touch on the next steps.

 

Representation at Lazard

 

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

 

Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

 

 #LAM

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