Business Development Manager

Full Job Description

Business Development Manager

Job Number:


POSTING DATE: Sep 16, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Bachelor’s Degree

JOB: Wealth Management


JOB LEVEL: Vice President


Description – External

As part of the Regional sales team the Business Development Managers (“BDM”) are responsible for driving revenue growth in their respective Regions. BDMs are responsible for executing National strategic and tactical initiatives, Regional product foci, and additional Regional priorities.

Product and Business Knowledge:

Working knowledge of the Firm’s entire suite of products and tools

‒ Ability to accurately and effectively position each of the major product capabilities against suitable client need and where necessary refer Advisor inquiry to the right internal partner

Deeper specific knowledge of platforms/tools supporting the key National initiatives and the specific Regional priorities

Accountability and Execution:

Delivery of initiatives to the Branch office and Advisor in a variety of methods:

‒ Desk-to-desk rollout of key initiatives

‒ Deep dive book reviews and segmentation

‒ Tactical campaigns

‒ Procurement and facilitation of outside resources


Education and/or Experience

A minimum of 4 years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience

Bachelor’s Degree required

Licenses and Registrations:

Active Series 7, and 66 (or 63 and 65) registrations

Other licenses as required for role or by management

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