Practice Growth Manager - Senior Business Development Manager
Core
Identify and convert established financial planning practices and financial services firms into a national network by building relationships with practice owners and senior stakeholders.
Role type
Senior Business Development Manager (Financial Services)
Builds
A national network of financial planning practices and firms
Domain
Financial Services / Wealth Management / Life Insurance
Deliverable
client delivery
Required skills
Business development, partnership management, commercial negotiation, revenue assessment, stakeholder engagement, industry networking, autonomous execution
Preferred skills
Experience in life insurance or wealth management, strong network in financial planning, hunter mentality
Responsibilities
Identify and target high-quality financial planning firms, generate and manage a new business pipeline, present and negotiate licensing propositions, assess commercial opportunities and revenue potential, manage opportunities through to sign-up and onboarding, represent the business at industry events and networking forums
