Business Development Manager
Core
Drive revenue and asset growth in respective markets by executing strategic initiatives, providing practice management coaching, and coordinating efforts for the Wealth Management branch network.
Role type
Senior IC Business Development Manager (Wealth Management)
Builds
Revenue and asset growth for the Wealth Management branch network
Domain
Financial Services / Wealth Management
Required skills
Strategic execution, Practice management coaching, Book review analysis, Business plan development, Advisor engagement, Product knowledge positioning
Preferred skills
None stated
Technologies
None stated
Responsibilities
Serve as a trusted consultant to Financial Advisors, Maintain deep knowledge of the Firm's full suite of products, Drive adoption of national initiatives, Develop and implement targeted business plans, Conduct book reviews and segmentation analyses, Deliver coaching and training to Financial Advisors
Seniority
Senior, hands-on IC