Director, Business Development - NWPS

Director, Business Development NWPS

Job Summary :

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 specialists, 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 South Central territory, to include Texas, Louisiana, Oklahoma, and Arkansas.

Essential Duties and 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.

Knowledge of :

Skill in :

Ability to :

License / Certifications :

Compensation :

Education : Bachelor's : Business Administration, Bachelor's : Marketing

Work Experience : General Experience - 3 to 6 years

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

Salary Range : $100,000.00-$140,000.00

Travel : Less than 25%

Workstyle : Remote

At Raymond James our associates use five guiding behaviors to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to : Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; Contribute to the continuous evolution of the firm.

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.