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Raymond James · 3 days ago

Director, Business Development - NWPS

United States

Full-time

Remote

Mid Level

$100K/yr - $140K/yr

3+ years exp

Raymond James is a financial services firm dedicated to serving clients with integrity and professionalism. The Director, Business Development will manage relationships with financial advisors and retirement plan specialists to generate revenue in the West Coast Territory, while developing and implementing strategic business plans.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

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

Qualification

Business DevelopmentSales PresentationsRelationship ManagementSalesforceProcess ImprovementTask ManagementProblem SolvingEffective CommunicationTeam CollaborationInterpersonal SkillsTime Management

Required

Bachelor's: Business Administration

Bachelor's: Marketing

General Experience - 3 to 6 years

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Extensive knowledge and skills obtained through education and experience

Ability to create new and manage existing relationships with retirement plan specialists, Registered Investment Advisors, financial advisors/brokers and agents

Ability to generate required production/sales revenue from service offerings throughout a given territory

Experience leading projects, programs or processes with significant business impact involving cross-functional teams

Ability to develop tactical plans and complete complex assignments with substantial latitude for unreviewed actions or decisions

Experience providing comprehensive solutions to complex problems or needs

Ability to achieve territory sales goals

Experience maintaining activity logs using Salesforce

Knowledge of fundamental concepts, principles and practices of the company sponsored retirement plan industry

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

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