Business Development Director

This is a fully remote position, open to applicants in United States.

📋 Description

• Foster relationships and drive sales within our primary strategic wirehouse firms.

• Allocate the majority of time engaging with COIs, large complexes, branches, private wealth teams, and Regional Directors.

• Promote thought leadership, practice management, capital markets, and investment insights.

• Collaborate effectively with our Relationship Management team and internal partners.

• Lead to the development of new relationships, enhancement of existing relationships, and sales growth across all investment product areas.

⛳️ Requirements

• A Bachelor’s Degree is required.

• Series 7 and 63 certifications are mandatory.

• CIMA or CFA designation is preferred.

• A minimum of 10 years of field sales experience, ideally within the wirehouse community.

• Demonstrated experience in managing and expanding relationships with advisors, teams, and centers of influence at firms such as Morgan Stanley, Merrill Lynch, Wells Fargo, and UBS.

• Profound understanding of the needs of financial advisors and their management teams, beyond just products.

• Exceptional communication, negotiation, and decision-making abilities.

• Capacity to remain organized, be resourceful, and prioritize initiatives effectively.

• Proficiency in representing a diverse range of product offerings, including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, and retirement solutions.

• Ability to engage in and deliver impactful practice management insights.

• Excellent interpersonal skills that foster stronger relationships.

• A commitment to continuous self-improvement and a competitive spirit.

• Ability to excel in a fast-paced environment and contribute positively to a strong team dynamic.

• High aptitude for swiftly learning new concepts and adapting to changing situations.

• Effective consultative sales and presentation capabilities.

🏝️ Benefits

• Comprehensive health care coverage and emotional well-being support.

• Market-leading retirement plan.

• Generous paid time off and parental leave policies.

• Charitable giving employee match program.

• Educational assistance including student loan repayment, tuition reimbursement, and resources for career development.