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Sales Development Representative - Financial ServicesNeil Jesani Wealth • United States
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Sales Development Representative - Financial Services

Neil Jesani Wealth
  • US
    United States
  • US
    United States
Apply Now

About

Job Description
Job Description
About Neil Jesani Wealth Management At Neil Jesani Wealth Management, we combine large institutional firms' horsepower with a boutique advisory's personalized precision. We serve a highly selective client base of ultra-affluent individuals—executives, entrepreneurs, and professionals—seeking sophisticated, high-touch financial strategies. Our brand is defined by trust, discretion, and an unparalleled client experience. About the Role We are seeking two dynamic
Investor Relations Professionals
to join our elite business development team. This is not a traditional financial services role—it’s a front-line, relationship-driven position designed for confident, polished professionals who thrive in high-end social and professional settings. As Investor Relations, you will serve as a first point of contact for prospective clients, introducing them to our firm’s value proposition and nurturing those relationships through high-touch outreach, events, and one-on-one interactions. You’ll work closely with senior wealth advisors to ensure an exceptional first impression and smooth onboarding process for new high-net-worth clients. What You’ll Do Act as a trusted, professional ambassador of the Neil Jesani brand
Initiate contact with qualified prospects via strategic outreach and referrals
Host and attend networking events, client dinners, and professional mixers in the Miami area
Coordinate meetings and follow-ups between prospects and advisory teams
Assist in developing marketing touchpoints and client communications
Maintain accurate records in CRM and support client pipeline movement
Who You Are 4+ years of experience in a client-facing role, ideally in financial services, luxury real estate, hospitality, or concierge-style business development
Impeccable communication and presentation skills
Poised, polished, and socially fluent in high-end professional environments
Comfortable engaging with high-net-worth individuals and C-suite professionals
Based in the Miami/Sunrise area and open to a hybrid in-office/client-facing schedule
Highly organized, detail-oriented, and proactive
Required Application Materials To reflect the client-facing nature of this role,
a LinkedIn profile and public Instagram handle
must be included in your application. A current, professional headshot is strongly preferred. Join Us This is an exceptional opportunity to be part of a fast-growing, exclusive wealth advisory firm making waves in the financial space. If you bring presence, polish, and performance, we’ll give you a platform for real growth. Company Description Neil Jesani Wealth Management, LLC is a premier boutique financial advisory firm serving an exclusive clientele of high-net-worth individuals, including Fortune 500 executives, entrepreneurs, physicians, and business owners. We deliver deeply personalized, high-performance wealth strategies with the sophistication of a large institution and the intimacy of a boutique firm.
Our team is driven by discretion, trust, and excellence. We are based in South Florida and uniquely positioned to serve affluent clients seeking elevated service and long-term financial stewardship. At Neil Jesani, our culture values elite talent, high standards, and meaningful relationships—both with our clients and within our team.
Company Description
Neil Jesani Wealth Management, LLC is a premier boutique financial advisory firm serving an exclusive clientele of high-net-worth individuals, including Fortune 500 executives, entrepreneurs, physicians, and business owners. We deliver deeply personalized, high-performance wealth strategies with the sophistication of a large institution and the intimacy of a boutique firm.\r\n\r\nOur team is driven by discretion, trust, and excellence. We are based in South Florida and uniquely positioned to serve affluent clients seeking elevated service and long-term financial stewardship. At Neil Jesani, our culture values elite talent, high standards, and meaningful relationships—both with our clients and within our team.
  • United States

Languages

  • English
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