Business Development Manager
Core
Drive asset growth in respective markets by supporting Financial Advisors with non-banking products, executing strategic initiatives, and providing practice management coaching.
Role type
Business Development Manager (Wealth Management Field)
Builds
Asset growth and branch network business development
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Wealth management experience, product positioning, strategic planning, practice management coaching, stakeholder alignment, problem-solving
Preferred skills
Autonomous execution, relationship building, adaptability
Technologies
Firm product suite, national initiative platforms, regional priority tools
Responsibilities
Develop strategic and tactical business plans, grow Financial Advisor practices through training and coaching, engage Product Partners for resource delivery, execute desk-to-desk rollout of initiatives, conduct book reviews and segmentation, facilitate tactical campaigns
Seniority
Mid-Senior, hands-on IC
