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Raymond James · 9 hours ago

Business Development Consultant - NE

United States

Full-time

Remote

Senior Level

$36K/yr - $130K/yr

5+ years exp

Raymond James is a financial services firm that focuses on developing relationships with advisors and financial planning professionals. The Business Development Consultant will manage the recruitment of advisors, create business development strategies, and maintain relationships with prospective clients to meet firm goals.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Creates business development and sales strategies, generates leads, and maintains and expands referral sources

Sources, solicits and develops new prospects by responding to incoming calls and inquiries, sending out materials and visiting prospects to meet specific recruiting goals

Establishes relationships with prospective advisors, provides consultation and education regarding platform and transition opportunities

Establishes and maintains a prospect database

Gathers information and data on prospects to qualify prospects, review for platform fit, and accelerate sales activities

Evaluates interested prospects to ensure philosophical alignment and motivation

Manages the creation of proformas for prospects

Oversees visits to home office by prospects to address issues, interests and concerns

Assists advisors during transition to the firm

May manage the process of advisor succession planning and counsel advisors on the establishment of a successful succession plan

May coach and mentor others

Performs other duties and responsibilities as assigned

Qualification

Business DevelopmentFinancial ServicesInvestment ConceptsSourcing ProspectsFinancial AnalysisSales StrategiesCoachingNetworkingEffective CommunicationMentoringTeam CollaborationPresentation Skills

Required

Bachelor's Degree from four year college or university with a minimum of five (5) years experience in Business Development or Sales, with experience with recruiting financial advisors in a financial services environment

SIE required provided that an exemption or grandfathering cannot be applied

Series 7

Advanced concepts, practices and procedures of business development in a financial services environment

Investment concepts, practices and procedures used in the securities industry

Principles of finance and securities industry operations

Financial markets and products

Financial analysis of businesses and FA practices, business valuation methods and modeling may be required

Securities rules and regulations in order to conduct proper due diligence analysis of independent practices may be required

Sourcing and developing prospects

Developing business development and/or practice acquisitions strategies

Maintaining and expanding referral sources

Gathering, compiling, and analyzing information and data

Initiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities

Facilitating transition/acquisition processes

Establishing and maintaining databases

Preparing and delivering clear, effective, and professional presentations

Effective questioning and listening techniques

Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases

Participate in professional organizations and activities to expand network of business contacts

Maintain fluency in investment advisor and/or financial planner services and products

Partner with other functional areas to accomplish objectives

Incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies

Gather information, identify linkages and trends and apply findings to operations

Research, interpret, analyze and apply information about prospects

Establish and communicate clear directions and priorities

Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment

Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives

Incite enthusiasm and influence, motivate and persuade others to meet or exceed sales objectives

Plan, assign, monitor, review, evaluate and lead the work of others; coach and mentor others

Work independently as well as collaboratively within a team environment