Complex Business Development Manager, Non-Producing - Leading Global Financial Services Firm
Growth Partner with the RBDM and Complex Manager in achieving the Complex s Challenge Goals and leading all efforts that drive revenue and asset growth Supporting role in the development and improving the success of Financial Advisor Associates (FAA) Proficiency Delivers high impact coaching towards improving FA proficiency levels across key practice management and client engagement disciplines Advocate FA pursuit and achievement of new industry designations Connectivity Develops and coordinates Complex Client Events at the local level for $1mm
relationships and other community outreach efforts Qualifications Education and/or Experience Bachelor s degree required or equivalent education or experience At least 4 years of experience as a Financial Advisor or comparable product area experience Licenses and Registrations Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) and 3 registrations Skills Effective written and verbal communication skills Strong attention to detail Ability to interact with senior management team, Financial Advisors, clients and corporate and field personnel as needed Ability to own projects at a Complex level Ability to organize and prioritize work, meet deadlines, and complete projects Reports to:
Dual direct reporting to:
Regional Business Development Manager and Complex Manager Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
relationships and other community outreach efforts Qualifications Education and/or Experience Bachelor s degree required or equivalent education or experience At least 4 years of experience as a Financial Advisor or comparable product area experience Licenses and Registrations Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) and 3 registrations Skills Effective written and verbal communication skills Strong attention to detail Ability to interact with senior management team, Financial Advisors, clients and corporate and field personnel as needed Ability to own projects at a Complex level Ability to organize and prioritize work, meet deadlines, and complete projects Reports to:
Dual direct reporting to:
Regional Business Development Manager and Complex Manager Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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