Client Acquisition Specialist

About Desla Wealth Management

At Desla Wealth Management, we bring passion, research, and conviction together to provide financial advice and investment strategies that inspire confidence and clarity for every client.

We are committed to delivering an exceptional client experience through personalized service, thoughtful planning, and long-term relationships. As a growing firm, we value collaboration, professionalism, continuous improvement, and a genuine desire to make a positive impact in the lives of our clients and our community.

We are seeking a proactive, relationship-driven Client Acquisition Specialist who is excited about business development, community engagement, and helping grow a wealth management practice. This is an opportunity for a motivated professional to build meaningful relationships, expand our network of referral partners, and play an important role in shaping Desla's future growth.

Key Responsibilities

Business Development & Prospecting

• Proactively identify, research, and engage prospective clients who align with Desla's target market.

• Develop and execute strategies to generate qualified leads through networking, referrals, outreach, community involvement, and other business development activities.

• Build and maintain a consistent pipeline of prospects, tracking engagement and following up to advance opportunities.

• Conduct initial conversations to understand prospective clients' needs and determine whether Desla's services are a good fit.

• Coordinate introductory meetings between prospective clients and the appropriate Desla team members.

Relationship & Referral Development

• Build and nurture relationships with centers of influence, including CPAs, attorneys, insurance professionals, business owners, and other trusted community contacts.

• Develop mutually beneficial professional relationships that support referral opportunities and long-term business growth.

• Represent Desla professionally at networking events, community gatherings, and industry functions.

• Maintain consistent, timely communication with prospects, referral partners, and existing professional contacts.

• Take ownership of relationship development while fostering a collaborative, team-oriented approach to client service.

• Identify opportunities to strengthen Desla’s community presence, improve outreach strategies, and support the firm’s continued growth.

Qualifications

Required

• Bachelor's degree in business, finance, economics, or related field.

• Experience in business development, sales, financial services, or wealth management.

• Knowledge of the RIA industry and wealth management services.

• Proven experience developing professional referral networks.

• Strong communication, interpersonal, and relationship building skills.

• Self-motivated with a proactive approach to prospecting, networking, and follow-up.

• Strong organizational and time management skills, with the ability to manage multiple relationships and opportunities effectively.

• Strong professional judgment, integrity and discretion, with a commitment to exceptional client experience.

• Proficiency in Microsoft Office and ability to learn internal systems including CRM.

Preferred

• Experience in wealth management or familiarity with the RIA industry, or willingness to learn.

• Established relationships with center of influence (COIs).

• Series 65 or Series 66 registration, or willingness to obtain required licensing.

What Desla Offers

• Competitive Compensation & Paid Time Off: Competitive pay, paid time off, and a flexible work environment that supports work-life balance and family commitments.

• Professional growth: Opportunities to develop expertise in wealth management, business development, and relationship management.

• Meaningful impact: A direct role in expanding the firm's reach and helping more clients access personalized wealth management services.

• A collaborative culture: A team-oriented environment where initiative, ideas, and contributions are valued.

• Relationship-driven work: Opportunities to connect with business owners, executives, successful professionals, and influential members of the community.

• Room to shape the future: The opportunity to help build and refine the business development strategy of a growing wealth management firm.

Position Details

• Employment Type: Full-Time

• Work Arrangement: In-Office 

• Location: 7000 Vista Drive, Suite 193, West Des Moines, IA

• Reports To: CEO

Join Our Team

At Desla Wealth Management, we believe growth starts with relationships. We are looking for someone who enjoys connecting with people, recognizes opportunities, and is motivated to turn relationships into lasting partnerships.

If you are excited about being part of a growing business, taking initiative, and making a meaningful contribution to its success, we would love to hear from you.