Business Development Officer

Role Overview

Direct and execute all marketing and direct sales activities for a Financial Advisor team to increase client retention and grow revenue. Provide leadership to the Financial Advisor team and contribute to strategic planning and training.

What You Will Do

Participate in strategic planning, develop and execute branding strategies, create marketing collateral, facilitate direct calling efforts, and plan team events.

Why It Might Be a Fit

The ideal candidate will have strong leadership and communication skills, a thorough understanding of advertising regulations, and experience planning client and prospect events.

Requirements

• Bachelor’s degree or equivalent education, training and work-related experience
• Demonstrated ability to effectively manage people and projects
• A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)
• Strong writing and presentation skills
• Significant experience planning client and prospect events
• Ability to effectively present information to top management, public groups, and/or boards of directors
• Demonstrated proficiency in basic computer applications such as Microsoft Office products

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• Vacation days
• Sick days
• Paid holidays
• Defined benefit pension plan
• Restricted stock units
• Deferred compensation plan