Business Development Manager
Core
Promote Wealth Management solutions to Advisors and provide access to Portfolio Managers and Strategists to drive sales growth.
Role type
Business Development Manager (Sales)
Builds
Wealth Management products and services for Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales competence, business development, prospecting, negotiation, active listening, presentation skills, time management, industry landscape knowledge, innovation in sales strategies
Preferred skills
knowledge of Wealth Management products (Mutual Funds, ETFs, SMAs), understanding of global financial markets, advisor practice management familiarity
Technologies
none stated
Responsibilities
persuade and negotiate through consultation, present to different audiences, schedule time to work on and in the business, grow career into External Wholesaler
Seniority
Individual Contributor