Private Wealth Management Business Development Director - Bilingual: Spanish/English
Core
Senior Business Development Director supporting Financial Advisors in Private Wealth Management, focusing on client service, business development, and digital marketing execution.
Role type
Senior IC Business Development Director (Private Wealth)
Builds
Client relationships, business plans, digital marketing strategies, and financial planning proposals.
Domain
Financial Services / Private Wealth Management
Required skills
Spanish (fluent), Series 7, Series 66/63/65, financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), MS Excel, client service, leadership, business planning, digital marketing execution, data analysis.
Preferred skills
None explicitly stated beyond required skills.
Technologies
Next Best Action, Analytics Hub, firm-approved systems, MS Office.
Responsibilities
Cultivate internal and external business partner relationships; support FAs/PWAs in enhancing client relationships; develop and execute business plans and strategies; identify business development and client segmentation opportunities; execute digital and in-person marketing strategies (conferences, webinars, social media); prepare and review client reports and financial plans; assist with research; participate in client meetings; optimize business practice efficiencies.
Seniority
Senior, hands-on IC
