What are the responsibilities and job description for the Director of Business Development position at Alliance Private Wealth?
Alliance Private Wealth seeks a skilled Director of Business Development to drive growth and expansion. This role focuses on acquiring new business by identifying, targeting, and developing relationships with potential clients and referral sources.
Essential Duties and Responsibilities
- Research target markets to generate qualified leads and new business opportunities.
- Identify and network with potential clients and referral partners, building strong, long-term relationships.
- Present the firm's services to potential clients, conveying our value proposition with clarity and professionalism.
- Introduce qualified prospects to the firm for an initial meeting with our advisors.
- Represent the firm at industry events, conferences, and networking meetings to build and expand the client base.
- Collaborate with the CEO to set and achieve revenue targets.
- Work closely with internal marketing and advisory teams to develop and execute business development strategies.
- Maintain accurate records of business development activities and client interactions using the firm's CRM system.
Qualifications
- You must reside in either Massachusetts or New Hampshire.
- Bachelor's degree in Finance, Business, Marketing, or a related field.
- At least 5 years of experience in business development or relationship management, preferably within the financial services industry.
- Strong understanding of financial advisory services, wealth management, and investment solutions.
- Excellent networking and interpersonal skills with a proven ability to build and maintain relationships.
- Strong analytical and problem-solving skills with attention to detail.
