Director, Business Development – Financial

🕒 Julho 13

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Investments & Wealth Institute

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1985

📚 Educação

💸 Finanças

🤝 Sem Fins Lucrativos

Education • Finance • Non-profit

O Investments & Wealth Institute é uma associação criada por e para consultores financeiros, proporcionando educação profissional avançada, certificações reconhecidas nacionalmente, educação continuada (EC), conferências, publicações e serviços focados na gestão de investimentos, gestão de riqueza e planejamento de aposentadoria. O Instituto administra importantes designações como CIMA (Certified Investment Management Analyst), CPWA (Certified Private Wealth Advisor) e RMA (Retirement Management Advisor), oferece cursos on-line e programas de certificação, organiza conferências e webinars da indústria, e disponibiliza recursos, soluções de parceria, bolsas de estudo e apoio à acreditação para empresas de consultoria e profissionais individuais.

Descrição

• Develop and execute business development strategies to generate new revenue and expand the Institute's presence across the wealth management industry • Consistently prospect, cultivate, and pursue new business opportunities ("new logos") • Conduct strategic account planning, prepare and deliver compelling presentations, engage senior decision-makers, recommend tailored solutions, and close new business opportunities • Develop and execute strategies to identify, present, and secure group and private opportunities for the Institute's certification, education, enterprise learning, and sponsorship offerings • Assess the certification, education, and professional development needs of prospective organizations, build relationships with key decision-makers, and position the Institute's solutions to meet their objectives • Build and maintain executive-level relationships with key decision-makers while developing and managing a robust pipeline of strategic business opportunities • Develop and maintain a thorough understanding of the Institute's offerings to effectively position solutions that meet client needs • Leverage the Institute's business systems and technologies to effectively manage opportunities • Monitor industry trends, emerging client needs, and competitive developments • Represent the Institute at industry conferences, client meetings, and other business development events with regular travel required • Partner effectively with internal stakeholders to deliver exceptional client experiences.

🎯 Requisitos

• Bachelor's degree or equivalent combination of education and experience • Minimum of five years of professional business development or sales experience, preferably within the Bank channel • Established relationships across private banks, trust companies, or bank broker-dealers • Financial services industry experience • Demonstrated success developing new business opportunities, building executive-level relationships, and achieving revenue goals • Preferred CIMA®, CPWA®, or RMA® designation • Proven success in business-to-business (B2B) consultative sales and relationship management • Strong executive presence with exceptional relationship-building, collaboration, presentation, negotiation, and communication skills • Demonstrated ability to strategically prioritize business development opportunities, prospects, and key accounts to maximize revenue growth • Proven ability to develop and manage a robust sales pipeline while driving new business opportunities • Results-oriented with a demonstrated ability to achieve revenue goals and business objectives • Self-motivated with strong organizational, time management, and follow-through skills • Proficiency with Microsoft Office (Word, Excel, PowerPoint) and CRM platforms, including HubSpot; experience with Fonteva and Docebo is a plus • Ability to travel up to 50%.

🏖️ Benefícios

• medical, dental, and vision insurance • 401(k) retirement plan with employer match • paid time off • paid holidays • life and disability insurance • flexible spending accounts • employee assistance resources • professional development opportunities