Business Development Manager - Garden City

The Wealth Management Field and Client Business Development Group supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.

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As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives.
Key Responsibilities:Working knowledge of the Firm’s entire suite of products and toolsAbility to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partnerDeeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional prioritiesAbility to develop strategic and tactical business plans to drive positive resultsAbility to continuously grow and develop Financial Advisors practices through training, education, and one on one conversationEffectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resourcesDelivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methodsDesk-to-desk rollout of key initiativesDeep dive book reviews and segmentationTactical campaignsProcurement and facilitation of outside resources
Knowledge and Skills Required:A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable xzbcwsv product area or management experience.Bachelor’s Degree requiredActive Series 7, and 66 (or 63 and 65) required upon hire or within 120 days of hire dateStrong oral and written communication skillsOutstanding interpersonal skills and demonstratable ability to establish alignment between the expectations and strategies of different stakeholdersStrong and creative problem-solving skillsConfident, flexible, and resilient team playerAdapts style to build relationships across all levelsAbility to autonomously develop, deliver, and execute on strategic plans