Business Development Manager - Soundview
Core
Drive asset growth in respective markets by executing strategic initiatives, providing practice management coaching to Financial Advisors, and coordinating local, regional, and national business development efforts.
Role type
Senior Business Development Manager (Wealth Management)
Builds
Branch network growth and Financial Advisor practice development
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Strategic business planning, practice management coaching, product positioning, stakeholder alignment, tactical campaign execution, book review segmentation, outside resource procurement
Preferred skills
Autonomous plan execution, relationship building across levels, creative problem-solving
Technologies
Firm product suite, National initiative platforms, Regional priority tools
Responsibilities
Develop and execute strategic and tactical business plans to drive positive results; Continuously grow and develop Financial Advisor practices through training and one-on-one conversations; Engage with Product Partners to ensure Advisors have proper training on tools and resources; Deliver initiatives to Branch/Complex offices and Financial Advisors via various methods; Conduct deep dive book reviews and segmentation; Facilitate tactical campaigns and procure outside resources.
Seniority
Senior, hands-on IC
