What are the responsibilities and job description for the Executive in Charge of Client Acquisition position at Alliance Private Wealth?
We are seeking a talented Head of Business Expansion to join our team at Alliance Private Wealth. This key role will be responsible for driving business growth, expanding our client base, and developing strategic partnerships.
About the Role
- Identify and target new business opportunities through market research and analysis.
- 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 successful candidate must reside in either MA or NH.
- A bachelor's degree in Finance, Business, Marketing, or a related field is essential.
- Minimum 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.
What We Offer
Alliance Private Wealth offers a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.
