A wealth and asset management firmHiring

Client Development Specialist

  • USD 75,000 to 85,000 per year
  • Remote, United States
  • Mid-level
  • Posted 3 weeks ago
Apply with Keywordise AI

or apply from Claude / ChatGPT / Muse

In one line

Sales role for someone in the Mountain or Pacific time zone, working inbound leads from wealthy investors and guiding them to advisors; fully remote.

About the role

Sits on a client development team handling digitally sourced prospects, from first conversation through onboarding and handoff.

At a glance

Pay
USD 75,000 to 85,000 per year
Remote scope
Remote, United States
Seniority
Mid-level
Working hours
Mountain or Pacific time zone
Skills
Salesforce, Business Development, Consultative Sales, Relationship Management, CRM
Posted
5 Oct 2026
Last checked
29 Oct 2026

What you will do

  • Engage high-net-worth investors and set meetings with advisory teams
  • Work inbound marketing leads quickly and manage outreach to improve conversion
  • Lead onboarding, gathering data and coordinating across teams
  • Track pipeline and communications in the CRM
  • Suggest process changes that speed things up and improve client experience

What they look for

  • Three or more years in financial services or a client-facing role
  • Bachelor's degree
  • Background in business development, consultative sales or relationship management
  • Strong Salesforce skills, with workflow configuration a plus

Nice to have

  • Experience configuring Salesforce workflows

Benefits

  • Annual cash bonus

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

Apply with Keywordise AI7-day free trial, no card.

Apply from your AI assistant

Connect Keywordise to your assistant once, then send it the prompt. It applies for you.

ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job pvkwtak7io
How to connect

Questions about this job

Is this a remote job, and where can I work from?

Yes. The posting lists Client Development Specialist as a remote role for candidates in the United States. On hours, the posting says: Mountain or Pacific time zone.

What does this job pay?

The posting states USD 75,000 to 85,000 per year.

What experience is needed?

It is a mid-level role. The posting asks for: three or more years in financial services or a client-facing role; bachelor's degree; background in business development, consultative sales or relationship management. Skills it names include Salesforce, Business Development, Consultative Sales, Relationship Management.

How do I apply with Keywordise AI?

Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.

More remote business and finance jobs

All remote business and finance jobs
A wealth and asset management firmRemote, United States
Apply with Keywordise AI