Director, Business Development NWPS

Raymond James

23h•Remote

About The Position

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell service offerings and generate revenue for the company. The Director, Business Development will cover the Colorado, Utah, New Mexico, Arizona and Kansas territory.

Requirements

Knowledge of fundamental concepts, principles and practices of the company sponsored retirement plan industry.
Knowledge of how to build trusted relationships with partners and financial advisors.
Skill in identifying the needs of plan sponsors through effective questioning and listening techniques.
Skill in supporting advisors in efforts to grow their business.
Skill in organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Skill in preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.
Skill in problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
Skill in analyzing business processes and identifying process improvement opportunities.
Skill in operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to represent the company in a highly professional manner.
Ability to organize, prioritize, and manage tasks and projects to complete work efficiently.
Ability to use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
Ability to develop and maintain effective working relationships with team members, internal partners, and external parties.
Ability to assimilate and prioritize strategies into operational guidelines.
Ability to work independently as well as collaboratively within a team environment.
Ability to establish clear directions and priorities.
Bachelor’s Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry.
This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.

Nice To Haves

Five (5) years of experience in the retirement plan services industry is strongly preferred.
Bachelor’s: Business Administration
Bachelor’s: Marketing
General Experience - 6 to 10 years
Other Certification Not Listed - Other

Responsibilities

Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory.
Identify, qualify and engage with retirement plan specialist advisors in territory.
Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory.
Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows.
Developing and implementing business plans for the territory to deliver on sales goals.
Presents sales activities at weekly meetings.
Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity.
Achieve territory sales goals.
Manages expense account within allotted budget.
Performs other duties and responsibilities as assigned.