Director, Business Development – Financial

🕒 July 13

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Investments & Wealth Institute

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1985

📚 Education

💸 Finance

🤝 Non-profit

Education • Finance • Non-profit

Investments & Wealth Institute is an association created for and by financial advisors that provides advanced professional education, nationally recognized certifications, continuing education (CE), conferences, publications, and member services focused on investment management, wealth management, and retirement planning. The Institute administers major designations such as CIMA (Certified Investment Management Analyst), CPWA (Certified Private Wealth Advisor), and RMA (Retirement Management Advisor), runs online courses and certificate programs, hosts industry conferences and webinars, and offers resources, partner solutions, scholarships, and accreditation support to advisory firms and individual practitioners.

📋 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.

🎯 Requirements

• 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%.

🏖️ Benefits

• 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