Business Development Manager
Core
Drive asset growth and support Financial Advisors in the Wealth Management branch network through strategic business development and practice management.
Role type
Senior Business Development Manager (Wealth Management)
Builds
Branch network growth, Financial Advisor practice development, and regional sales initiatives.
Domain
Wealth Management / Financial Services
Required skills
Wealth Management experience, strategic planning, practice management coaching, product positioning, stakeholder alignment, autonomous execution
Preferred skills
N/A
Technologies
N/A
Responsibilities
Drive asset growth in respective markets, execute strategic and tactical business plans, provide practice management coaching to Financial Advisors, coordinate local/regional/national initiatives, engage with Product Partners for training and resource delivery, conduct book reviews and segmentation, manage tactical campaigns.
Seniority
Senior, hands-on IC