Business Development Manager
Core
Drive revenue and asset growth for the Wealth Management branch network by coaching Financial Advisors, executing strategic initiatives, and managing practice development.
Role type
Senior IC business development manager (wealth management)
Builds
Advisor growth strategies, practice management programs, and regional business plans
Domain
Wealth Management / Financial Services
Required skills
Strategic planning, practice management coaching, book review analysis, stakeholder alignment, initiative rollout, subject matter expertise
Preferred skills
None stated
Technologies
None stated
Responsibilities
Serve as a trusted consultant to Financial Advisors; Develop and implement targeted business plans; Conduct book reviews and segmentation analyses; Deliver coaching, training, and practice management guidance; Partner with product specialists and business leaders; Coordinate external resources and industry partners
Seniority
Senior, hands-on IC