What are the responsibilities and job description for the Director of Growth and Advancement position at Alliance Private Wealth?
Alliance Private Wealth is a dynamic and innovative firm, seeking an Executive in Charge of Client Acquisition to lead our business growth efforts. This key role will be responsible for identifying, targeting, and acquiring new business opportunities.
About the Position
- Lead business growth initiatives, including market research, analysis, and strategy development.
- Build and maintain strong relationships with potential clients, referral partners, and internal stakeholders.
- Present the firm's services and value proposition to potential clients, highlighting our expertise and capabilities.
- Develop and execute business development strategies in collaboration with internal teams.
- Monitor and analyze performance metrics to inform strategic decisions and drive growth.
Requirements
- The ideal candidate must reside in either MA or NH.
- A bachelor's degree in Finance, Business, Marketing, or a related field is required.
- At least 5 years of experience in business development or relationship management, preferably within the financial services industry.
- A deep 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.
- Effective written and verbal communication skills.
Our Culture
Alliance Private Wealth values innovation, teamwork, and client satisfaction, offering a dynamic work environment and opportunities for professional growth and development.
