The Bonadio Group

  • Vice President Sales Representative

    Job Locations US-NY-Pittsford
    Posted Date 2 days ago(2 days ago)
    # of Openings
  • Overview

    Our partner, High Probability Advisors, has a tremendous opportunity as VP Sales and Business Development Client Service Representative to carry on the dedication for the success of their clients.  If you have an entrepreneurial spirit and a drive to do what's right and best for the client to succeed, you've come to the right place!


    High Probability Advisors provides investment solutions to a wide variety of clients  who need effective, efficient stewardship of their long-term assets. Our typical clients are high net worth individuals, multi-generational families, not-for-profit endowments/foundations, businesses and retirement plans. We employ proven strategies embracing the tenets of academic research in finance solutions to a wide variety of clients and behavior.  Risk management is integrated throughout our efforts.


    • master the policies, procedures, and practices necessary to conduct the normal function of the organization
    • work directly with clients and prospective clients whose assets are or would be managed by the firm
    • maintain relationships with the clients, with but not limited to, annual performance reviews
    • support and handle all client inquires either directly or via their representative in regards to their account/s
    • working knowledge of the securities industry is helpful but not required


    • must have strong sales and marketing experience
    • ability to apply concepts of additions, subtractions, multiplication and division to calculate discounts, interest, accruals, commissions, percentages
    • proficiency in the use of Microsoft software applications, especially Outlook, Word, PowerPoint, Excel
    • must have a minimum of a 4yr degree from an accredited undergraduate institution
    • certificates, licenses, registrations: JD,CFA,CFP,CPA are a plus
    • supervisory responsibilities is preferred
    • able to complete annual review for the Client Service Administrator
    • must be able and open to frequent travel on a weekly basis

    Communication skills

    • listen and get clarification
    • respond well to questions
    • actively participate in meetings and discussions
    • write clear and informative emails and letters
    • edit work for spelling and grammar
    • vary the writing style to meet the needs of the client
    • present numerical data effectively
    • read and interpret written information received

    Strategic Awareness

    • able to consider issues from a High Probability Advisors point of view and an awareness of the impact of your own activities on the achievement of our objectives

    Team Work and Problem Solving

    • use interpersonal skills to work with colleagues as a team on a consistent, long-term basis
    • influence others through effective communication, both verbal and non-verbal
    • analyze issues, make informed judgments, take appropriate actions and accept responsibility for results
    • adapt successfully to changing circumstances, identify fresh approaches and question traditional approaches and assumptions

    Personal Motivation

    • sustain a positive attitude towards work and colleagues, and to perform above and beyond the immediate needs of the situation
    • develop new skills and acquire knowledge to enhance current role; anticipate and prepare for change
    • work with integrity and honesty

    For further consideration, please apply on-line today!


    We are an Equal Opportunity/Affirmative Action Employer


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