Business Development Consultant

Janney Montgomery Scott LLC • Philadelphia, PA

19h • Hybrid

About The Position

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
The Business Development & Teaming group is part of the Practice Management Group and takes a consultative approach to working with and training Financial Advisors (FAs), Branch Office Managers (BOMs), and various branch support staff. Their primary goal is to increase practice efficiency through technology and process improvement, as well as support teaming and succession strategies. The Business Development Consultants are regionally assigned and will partner with their regional Business Development Coach (BDC), Regional Manager (RM) and subject matter experts (SMEs) to create a plan to achieve regional goals. This individual plays a critical role in demonstrating Janney’s technology suite to new FA recruits for their region and providing essential trainings to FAs and their support team when they join Janney. They are also instrumental in providing ongoing trainings for system upgrades and enhancements.
What you are good at:
Building Relationships: drive organic growth, holistic advice centered around financial planning, increase practice efficiency through technology, as well as support teaming and succession strategies
Organization: Strong organization skills and ability to effectively coordinate training sessions, roundtables, events, onboarding recruits, and supporting advisors through teaming & succession transitions
Educating: You enjoy educating and helping others learn new things to achieve success
Team Oriented: Consultants work closely with the Regional Business Development Coach, Regional Manager and subject matter experts in their territory to deliver a team-based approach to servicing the field

Requirements

• Bachelor’s Degree: Business, Education, or Communications majors desired
• 2+ years experience in the financial services industry.
• General technological proficiency; ability to learn new software quickly.
• Strong written and oral communication skills; ability to communicate effectively with individuals at various levels within the organization; ability to deliver group presentations in learning environments.
• Strong critical thinking and problem-solving skills; ability to analyze as well as evaluate information and data; ability to work in a solution-oriented environment; ability to quickly adapt to changing needs.
• Strong attention to detail and time management skills.
• High ethical standards.
• Ability to travel approximately 25-35% of the time to support the onboarding of recruits and regional training initiatives.
• This is a hybrid role, expected to be in a Janney office 3 days per week. When not traveling, this role is located in our Philadelphia office.
• FINRA Series 7 and 66 required (or ability to obtain within 6 months).

Nice To Haves

• Experience in training, educating, and coaching advisors in the financial services field a plus.
• Experience with Salesforce a plus.

Responsibilities

• Immediate advisor and staff support for PCG business related technology – primarily dashboard and Salesforce
• Provides business user testing for dashboard and Salesforce related development.
• Supports all training initiatives related to business related technology including 1:1 training, virtual training, branch training, and capacity unlock trainings
• Documents all enhancement requests for the IT team to develop the dashboard and Salesforce roadmap
• Supports the execution of advisor coaching engagements when efficiency and scale are priorities
• Provide reactive consultations for advisors within the region looking to improve their business. This includes responding to questions on how to use Janney technology to improve their practice efficiency and scale, team dynamics, client segmentation, service model, pricing, financial planning, and other practice management related themes.
• Provide book level reviews for financial advisors on a consulting basis to identify opportunities for business growth.
• Support FA recruiting efforts for the region by providing demonstrations during the FA recruiting process and training during FA onboarding on key business technology in the JanneyApps suite. This includes Salesforce, Advisor Dashboard, etc.
• Respond to inquiries into the team support lines in a professional manner and with the intent to educate as well as inform.
• Partner with our learning and professional development team, in designing and developing training initiatives and learning resources.
• Act as a liaison with appropriate business units when new technology tools are introduced at Janney to ensure inclusion in technology training with the Private Client Group.

Benefits

• Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
• Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
• Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level