Location: Charlotte, NC
Job Type: Full-time
Company: Linden Thomas & Company

About Us:
Linden Thomas & Company is a top-ranked, independent wealth management firm located in Charlotte, NC. With over 39 years of experience, we are dedicated to helping affluent investors achieve their financial goals through personalized financial planning and superior investment strategies. We are seeking a Client Development Specialist to join our team and provide expert financial guidance to our clients.

Position Overview:

Linden Thomas & Company is seeking a motivated, relationship-driven Client Development Specialist to help grow our firm by identifying, engaging, and developing relationships with prospective clients. This individual will work closely with our advisors to manage new opportunities, conduct outreach, coordinate meetings, and maintain consistent follow-up throughout the client development process.

The ideal candidate is a confident communicator who excels at building relationships, creating new opportunities, and turning prospective relationships into long-term clients.

Key Responsibilities:

• Identify and engage prospective clients through targeted outreach and relationship-building efforts.

• Develop and maintain a consistent pipeline of qualified prospective clients.

• Conduct outbound calls, emails, and follow-up communication with prospective investors.

• Coordinate introductory meetings between prospects and the firm’s advisors.

• Build and nurture relationships with prospects throughout the client development process.

• Maintain accurate prospect activity, notes, and follow-up schedules within the firm’s CRM.

• Partner with advisors to develop strategies for converting qualified opportunities into new client relationships.

• Develop relationships with professional referral sources and centers of influence.

• Support firm events, campaigns, and other initiatives designed to generate new client opportunities.

• Track client development activity, pipeline progress, and key growth metrics.

• Represent Linden Thomas & Company with professionalism and a high level of service in every prospective client interaction.

Qualifications:

• 3+ years of experience in client development, business development, financial services, or a related relationship-driven role.

• Strong interpersonal and communication skills with the ability to build trust quickly.

• Confident and professional when initiating conversations with prospective clients.

• Proven ability to develop relationships and move opportunities through a defined process.

• Highly organized with strong follow-up and attention to detail.

• Comfortable working with CRM systems and tracking client development activity.

• Self-motivated, goal-oriented, and accountable for measurable results.

• Ability to work collaboratively with financial advisors and firm leadership.

• Professional presence appropriate for working with affluent and high-net-worth individuals.

• Bachelor’s degree preferred.

• Wealth management or financial services experience preferred, but not required.

Preferred Skills:

• Experience working with high-net-worth individuals or family offices.

• Knowledge of regulatory and compliance requirements in the financial industry.

• Familiarity with investment management platforms and portfolio analysis tools.

What We Offer:

• Competitive salary and comprehensive benefits package.

• Professional growth and development opportunities.

• Collaborative and supportive work environment.

• The opportunity to work with a leading wealth management firm that values client success.

This role is ideal for a highly motivated, relationship-driven professional who enjoys connecting with people, developing new opportunities, and contributing to the continued growth of Linden Thomas & Company. Linden Thomas & Company is an AA/EOE employer M/F/D/V.