Senior Manager, Head of Wealth Management Business Development

Join the Advice & Wealth Management division as the Head of Wealth Management Business Development! Develop and execute comprehensive business development strategies to achieve organizational revenue targets and market expansion goals.

Requirements

• Develop and execute comprehensive business development strategies to achieve organizational revenue targets and market expansion goals.
• Collaborate with marketing, product, and operations teams to ensure alignment and optimize lead generation processes.
• Lead, mentor, and inspire the Business Development team to maximize productivity and foster a results-driven culture.
• Establish and monitor key performance indicators (KPIs), providing regular feedback and coaching to ensure goals are met or exceeded.
• Build and maintain strong relationships with key clients, partners, and stakeholders.
• Maintains an in-depth understanding of compliance and risk, regulatory and departmental policies and procedures. Ensures the team operates within the set of guidelines.
• Prepare and present sales forecasts, reports, and performance metrics to senior leadership.

Benefits

• 401k Matching
• Retirement Plan
• Relocation Assistance