PCM Encore - VP, BD

Role Overview

We are hiring Vice President BD Advisors to help scale our national growth platform. This is a high-volume, inbound-focused business development role designed for competitive sales professionals who excel at executing repeatable processes, managing activity at scale, and converting qualified opportunities into long-term client relationships. Unlike traditional advisor recruiting or prospecting roles, this position is supported by a substantial inbound digital marketing engine.

You will engage qualified prospective clients primarily through Zoom and phone conversations, helping them evaluate PCM Encore's wealth management and family office capabilities. This role offers significant income potential and the opportunity to directly influence the evolution of a rapidly growing national acquisition platform.

Key Responsibilities

Client Acquisition & Business Development

• 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
• Consistently achieve and exceed activity, conversion, and revenue targets

Client Consultation

• 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 in a compelling manner
• Partner with internal stakeholders to deliver a best-in-class client experience

Process Optimization

• Leverage CRM, communication, and planning technologies to manage workflows efficiently
• Utilize 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

Qualifications

Required

• Series 65/66
• 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

Preferred

• CAIA, CIMA, or other similar designation
• Experience in wealth management, RIAs, family offices, private banking, insurance, asset management, or financial advisory environments
• FINRA licenses and/or investment industry credentials
• Experience presenting investment portfolios or financial planning concepts
• Familiarity with Salesforce, eMoney, Five9, Slack, and related technology tools

What Success Looks Like

Top performers in this role:

• Operate with urgency, discipline, and consistency
• Excel in high-velocity prospect engagement environments
• Leverage data and process to improve outcomes
• Build credibility quickly with affluent and high-net-worth clients
• Consistently convert opportunities into long-term client relationships

Why Join PCM Encore?

• 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