Acquire Enterprise Wealth Management Clients

$15-25 USD / hour

Closed

Posted 7 days ago

$15-25 USD / hour

I need help opening doors to large-scale corporate accounts and converting them into long-term wealth-management relationships. We operate in the finance sector and already have proven portfolio strategies, solid performance data and all compliance documents ready; what we’re missing is a specialist who can position our offering in front of decision-makers at Fortune-level or equivalent enterprises and turn qualified interest into signed mandates. Your role will revolve around the full acquisition cycle—from mapping targets, crafting outreach messaging and booking initial discovery calls, to coordinating demos with our in-house advisors and pushing the deal across the finish line. You will have access to our CRM, marketing collateral and performance dashboards, and can leverage LinkedIn Sales Navigator, Salesforce or similar tools you already master. Cold and warm channels are both in scope; what counts is measurable traction inside enterprises that oversee sizable corporate treasuries or executive benefit plans. Acceptance criteria • A vetted pipeline of at least 20 enterprise prospects within the first 30 days • Five qualified presentations scheduled with C-level or treasury executives per month thereafter • Detailed activity and results logged in our CRM so we can trace every touchpoint If you have a track record of breaking into complex organizations and selling high-value financial services, I’d like to see concrete numbers from past wins and hear how you plan to replicate that success here.

Project ID: 40735010

About the project

7 proposals

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Active 3 days ago

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7 freelancers are bidding on average $18 USD/hour for this job

@pvsysgroupinc

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$15 USD in 40 days

5.0

(5 reviews)

3.5

@BusinessWritings

Hi , ➡️ I read your project description , you want to acquire enterprise wealth management clients by breaking into Fortune-level corporate accounts and converting them into long-term mandates? ⏺️ I specialize in high-value B2B acquisition and enterprise outreach. Using LinkedIn Sales Navigator and Salesforce, I will map your target corporate treasuries, craft high-impact messaging for C-level executives, and build a vetted pipeline of 20+ prospects within 30 days. I will manage the full cycle from discovery calls to coordinating advisor demos, ensuring measurable traction and consistent monthly presentations to secure signed mandates. Regards, Muhammad Sabir

$15 USD in 30 days

5.0

(1 review)

1.9

@MariyamNasir12

I'll map target enterprises and build a vetted list of 20 high-potential prospects in the first 30 days, focusing on firms with sizable treasuries or executive benefit plans. I'll write concise outreach sequences for LinkedIn and email, book discovery calls with decision-makers, and log every activity and outcome in your CRM so you can trace each touchpoint.

$20 USD in 7 days

0.0

(0 reviews)

0.0

@shailesh70

Hello, I’m interested in helping you build a qualified enterprise pipeline for your wealth-management services. I bring 12+ years of experience in B2B sales, business development, client acquisition, and sales operations, including financial-services experience and extensive work with the U.S. market. My strengths include target-account research, identifying decision-makers, cold calling, email/LinkedIn outreach, discovery, objection handling, follow-ups, proposal coordination, and CRM pipeline management. For this engagement, I would first define your ICP and map enterprises with suitable corporate treasury or executive-benefit opportunities. I would identify CFOs, Treasury Heads, Finance Directors and other relevant stakeholders, then execute personalized multi-channel outreach rather than generic mass prospecting. My initial focus would be building the required 20+ vetted enterprise prospects and converting qualified interest into C-level presentations for your advisors. Every interaction, follow-up and opportunity would be systematically tracked in the CRM. While I would not claim direct Fortune-level wealth-management sales experience, my financial-services background combined with U.S. B2B business development provides a strong foundation for this role. I’m available to start immediately and would be glad to discuss your target accounts and acquisition strategy. Regards, Shailesh Bangde

$20 USD in 40 days

0.0

(0 reviews)

0.0

@Layatahan

Having successfully supported sales teams in multiple markets throughout my 6+ year career, I am fully equipped to tackle the challenges of your project. My specialization in Sales Operations and CRM management aligns perfectly with your need for a specialist who can help you acquire enterprise wealth management clients. I understand that success in this role depends on a carefully crafted strategy, and that's exactly what I bring to the table. Not only have I mastered tools like HubSpot CRM, Salesforce, Power BI etc., that are essential for your project but I go beyond their mere usage; I extract clear, actionable insights from them. Converting complex data into meaningful reports is one of my core skills and it’s exactly what you require to analyze performance of portfolios or sales cycles with your high-end prospects. Moreover, my ability to optimize sales pipelines, track KPIs and target achievement coupled with meticulous CRM data management will ensure detailed activity logging of every touchpoint with potential leads. Finally, my focus on improving end-to-end sales processes means not just getting 20 pipeline prospects in the first month but also maintaining qualified presentations scheduled with C-level or treasury executives at a rate of five per month. Let me replicate my previous success in breaking into these niche organizations and exceed your expectations.

$20 USD in 40 days