Business Development Manager

Role Overview

The Business Development Manager is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. This role is part of the Regional Sales Team, supporting the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. The Business Development Manager will work with Product Partners across the Firm to ensure Financial Advisors have the proper training and knowledge of both existing and new tools and resources.

What You Will Do

Key responsibilities include working knowledge of the Firm’s entire suite of products and tools, developing strategic and tactical business plans to drive positive results, and effectively engaging with Product Partners across the Firm to ensure Financial Advisors have the proper training and knowledge of both existing and new tools and resources. The Business Development Manager will also deliver initiatives to the Branch/Complex office and Financial Advisor in a variety of methods, including desk-to-desk rollout of key initiatives, deep dive book reviews, and segmentation.

Why It Might Be a Fit

The successful candidate will have a minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience. The ideal candidate will have strong oral and written communication skills, outstanding interpersonal skills, and the ability to autonomously develop, deliver, and execute on strategic plans.

Requirements

• A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience.
• 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
• Strong and creative problem-solving skills
• Confident, flexible, and resilient team player
• Adapts style to build relationships across all levels
• Ability to autonomously develop, deliver, and execute on strategic plans

Benefits

• Medical
• Prescription Drug
• Dental
• Vision
• Health Savings Account
• Dependent Day Care Savings Account
• Life Insurance
• Disability and Other Insurance Plans
• Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually)
• 10 Paid Holidays
• 401(k)
• Short/Long Term Disability