Private Wealth Management Business Development Director- Bilingual: Spanish/English
Core
Senior service team member supporting Financial Advisors and Private Wealth Advisors in delivering exceptional client experiences and driving business development through digital marketing, financial planning, and client segmentation.
Role type
Senior IC Private Wealth Management Business Development Director
Builds
Client service models, digital marketing strategies, financial plans, and business development opportunities
Domain
Private Wealth Management / Financial Services
Required skills
Spanish fluency, Series 7/66/63/65 licenses, financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), client relationship management, digital marketing execution, financial planning, data analysis using firm systems, meeting facilitation
Preferred skills
Advanced degree or professional certification, 10+ years relevant experience, leadership skills, MS Excel proficiency, adaptability in fast-paced environments
Technologies
Next Best Action, Analytics Hub, MS Office (Excel), firm-approved reporting platforms
Responsibilities
Cultivate relationships with internal and external business partners; Support FAs/PWAs in enhancing client relationships; Assist in developing and executing business plans and strategies; Identify business development and client segmentation opportunities; Execute digital and in-person marketing strategies; Prepare and review client reports and financial plans; Participate in client meetings representing the service lens; Optimize business practice efficiencies; Support corporate relationship clerical activities as needed.
Seniority
Senior, hands-on IC
