Business Development Manager
Core
Support Financial Advisors in identifying new business opportunities, executing client advisory plans, and improving operational efficiencies to grow Assets Under Management.
Role type
Business Development Manager (Financial Services)
Builds
Client advisory plans, annual review processes, value propositions, pricing frameworks, and business assessment dashboards.
Domain
Financial Services / Wealth Management
Required skills
Business development, commercial acumen, stakeholder management, strategic planning, operational analysis, problem-solving, advanced Excel proficiency
Preferred skills
Financial planning, wealth management, investments, experience supporting Financial Advisors, XPlan, QlikView, CFP designation
Responsibilities
Identify and develop new business opportunities within existing client portfolios, support prospecting and client engagement initiatives, execute client advisory plans and annual reviews, assist in developing value propositions and pricing frameworks, monitor practice performance and system adoption, provide support at client events and roadshows, transition advisors to new operating models.
Seniority
Mid-level, hands-on IC
