Director of Business Development
Job Title: Regional Director
Overview:
Regional Director is responsible for relationship management of existing advisors in specific geographical areas as well as business development in the area. The candidate will lead all sales related activities in geographical area and organize efforts of client services team members to effectively address the needs of advisors.
Responsibilities:
- Is responsible for sales leadership and management of a territory composed primarily of fee-only, high net worth financial advisors.
- Develops and delivers strategies to recruit new advisor relationships and retention strategies for existing advisors.
- Educates advisors on capital market behavior and investment theory.
- Consults with advisor firms on building an efficient practice while providing a successful investment experience to clients.
- Makes presentations to advisors at company conferences, industry functions, and seminars for advisor clients.
Qualifications:
- Must have an understanding and appreciation for our investment philosophy and business strategy
- Excellent written and oral communication skills
- Strong presentation skills (small and large groups)
- Ability to work both independently and in a team environment
- Must be series 7 licensed
- Must have a Bachelor’s Degree; MBA strongly preferred
- CFA preferred
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