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Business Succession Planning Director
A company is looking for a Director of Business Succession Planning. Key Responsibilities Act as a trusted advisor and mentor to business owners on legacy planning Research and develop a client base for business transitions and growth Provide regular reporting and forecasting on activity and potential revenue Required Qualifications A minimum of 15 years of experience in High-Net-Worth Wealth Management or related fields A Bachelor's Degree in a business discipline from an accredited university A CEPA or comparable certification is highly desirable Proven history of successful collaboration with business ownership A hands-on self-starter capable of managing in a fast-paced environment
A company is looking for a Director of Business Succession Planning.
Key Responsibilities
Act as a trusted advisor and mentor to business owners on legacy planning
Research and develop a client base for business transitions and growth
Provide regular reporting and forecasting on activity and potential revenue
Required Qualifications
A minimum of 15 years of experience in High-Net-Worth Wealth Management or related fields
A Bachelor's Degree in a business discipline from an accredited university
A CEPA or comparable certification is highly desirable
Proven history of successful collaboration with business ownership
A hands-on self-starter capable of managing in a fast-paced environment