BUSINESS DEVELOPMENT - FINANCIAL PLANNING

Wealth Management firm located in Bohemia is looking for a Director of Business Development to develop new business opportunities and to grow assets under management. This is a unique business opportunity for a professional with proven experience of developing and servicing high net worth clients. This candidate must be experienced in delivering presentations and have the capability to respond to requests for proposals from institutions.

KEY RESPONSIBILITIES

Communicate expertise, uniqueness and value proposition to high net worth investors

Bring in highly qualified prospects to the office for the initial meeting

Implement sales planning and management techniques

Follow up on all leads received by the firm

Represent the company at trade shows, networking events and perform on-site visits to prospective clients.

REQUIRED SKILLS

Pro active Creative thinker who can bring prospective clients to the firm

Outstanding oral communication, listening skills and written communication skills

Outstanding interpersonal skills

Self Starter

Achiever (Goal Attainment)

Accountability

Series 7 or 6 and Series 63 Licenses

3-5 years Business Development Experience

Bachelor Degree in Finance, Economics or Marketing