Director, Business Development – Financial

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 110 000 - 150 000 / an

⏰ Temps Plein

🔴 Expert

💰 Business Developer (BDR)

👻 Score fantôme 8%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Investments & Wealth Institute

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 1985

📚 Éducation

💸 Finance

🤝 À but non lucratif

Education • Finance • Non-profit

Investments & Wealth Institute est une association créée par et pour les conseillers financiers, offrant une formation professionnelle avancée, des certifications reconnues au niveau national, des programmes de formation continue (CE), des conférences, des publications, et des services aux membres axés sur la gestion des investissements, la gestion de patrimoine et la planification de la retraite. L'Institut administre d'importantes désignations telles que le CIMA (Certified Investment Management Analyst), le CPWA (Certified Private Wealth Advisor) et le RMA (Retirement Management Advisor), propose des cours en ligne et des programmes de certification, organise des conférences et des webinaires sectoriels, et offre des ressources, des solutions partenaires, des bourses, et un soutien à l'accréditation pour les cabinets de conseil et les praticiens individuels.

Description

• 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.

🎯 Exigences

• 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%.

🏖️ Avantages

• 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