Business Development Manager

Role Overview

The Business Development Manager is responsible for driving revenue growth in their respective markets, executing strategic and tactical initiatives, and providing ongoing practice management coaching to Financial Advisors.

What You Will Do

Key responsibilities include working knowledge of the Firm’s entire suite of products, developing strategic and tactical business plans, and continuously growing and developing Financial Advisors’ practices.

Why It Might Be a Fit

The ideal candidate will have a minimum of 5 years of experience in Wealth Management, strong oral and written communication skills, and the ability to autonomously develop, deliver, and execute on strategic plans.

Requirements

• A minimum of 5 years of experience in Wealth Management
• Bachelor’s Degree required
• Active Series 7, and 66 (or 63 and 65) required upon hire or within 120 days of hire date
• Strong oral and written communication skills
• Outstanding interpersonal skills and demonstratable ability to establish alignment between the expectations and strategies of different stakeholders

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• 401(k) or pension plan
• Paid time off
• Flexible work arrangements
• Employee assistance program
• Wellness programs
• Professional development opportunities