Business Development Manager
Core
Drive asset growth in respective markets, execute strategic/tactical initiatives, and coach Financial Advisors for the Wealth Management branch network.
Role type
Senior IC business development manager (wealth management)
Builds
Asset growth and branch network business development
Domain
Financial services / Wealth Management
Required skills
Wealth management experience, strategic planning, practice management coaching, product positioning, stakeholder alignment, problem-solving, autonomous execution
Preferred skills
N/A
Technologies
N/A
Responsibilities
Develop strategic and tactical business plans to drive positive results, continuously grow and develop Financial Advisors practices through training and education, engage with Product Partners to ensure proper training and knowledge of tools, deliver initiatives to Branch/Complex office and Financial Advisors, conduct deep dive book reviews and segmentation, execute tactical campaigns, procure and facilitate outside resources
Seniority
Senior, hands-on IC