Private Wealth Management Business Development Director - Bilingual: Spanish/English
Core
Senior service team member supporting Financial Advisors in delivering exceptional client experiences and driving business development through digital marketing, financial planning, and relationship management.
Role type
Senior IC Private Wealth Management Business Development Director
Builds
Client service models, digital marketing campaigns, financial plans, and business strategies for Private Wealth Advisor teams
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Spanish (fluent), English, Series 7, Series 66 or Series 63 and Series 65, financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), MS Excel, client relationship management, business plan execution, digital marketing execution, financial planning preparation, data analysis using firm systems
Preferred skills
Advanced degree, leadership experience, fast-paced environment adaptability
Technologies
Next Best Action, Analytics Hub, MS Office, firm-approved reporting platforms
Responsibilities
Cultivate internal and external business partner relationships, 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, assist with research, participate in client meetings representing the service lens, optimize business practice efficiencies, support clerical activities for corporate relationships (e.g., ESPP allocations, reporting), participate in firm initiatives and training
Seniority
Senior, hands-on IC
