Wealth Business Development Manager
Leah Yosef International · New York, New York, United States
FULL TIME
Job Description
Business Development OfficerSouthern & Eastern USA – 14B+ AUM RIA
Do you have the skills to fill this role Read the complete details below, and make your application today.
Dynamic, fast growing 14B+ AUM Independent RIA is seeking a Business Development Officer to source and develop relationships from partner program representatives, advisors, and prospective clients to generate client referrals.
Highlights Top 20 RIA in the custodial referral program channelThe Firm has been growing consistently at a rate of 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning, and relationship management supportOpportunity to coach advisors, improve meeting execution, and help increase close rates across the FirmIdentify new market opportunities through market research and proactive outreach to increase market share within the territory.Analyze sales reports and develop strategies to improve results and profitability. xzbcwsv Identify opportunities for thought leadership, marketing campaigns, and other initiatives to increase brand awareness.
RequirementsFamiliarity with custodial referral programs or external wholesaler experience in the RIA spaceStrong understanding of financial planning, tax planning, and estate planning concepts
2122
Do you have the skills to fill this role Read the complete details below, and make your application today.
Dynamic, fast growing 14B+ AUM Independent RIA is seeking a Business Development Officer to source and develop relationships from partner program representatives, advisors, and prospective clients to generate client referrals.
Highlights Top 20 RIA in the custodial referral program channelThe Firm has been growing consistently at a rate of 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning, and relationship management supportOpportunity to coach advisors, improve meeting execution, and help increase close rates across the FirmIdentify new market opportunities through market research and proactive outreach to increase market share within the territory.Analyze sales reports and develop strategies to improve results and profitability. xzbcwsv Identify opportunities for thought leadership, marketing campaigns, and other initiatives to increase brand awareness.
RequirementsFamiliarity with custodial referral programs or external wholesaler experience in the RIA spaceStrong understanding of financial planning, tax planning, and estate planning concepts
2122
Details
| Company | Leah Yosef International |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | finance |