What are the responsibilities and job description for the Head of Business Expansion position at Alliance Private Wealth?
Alliance Private Wealth is a leading firm in the financial services industry, seeking a highly skilled individual to drive business growth and expansion. The ideal candidate will play a critical role in identifying, targeting, and developing relationships with potential clients and referral sources.
Key Responsibilities
- Conduct market research to generate qualified leads and new business opportunities.
- Nurture relationships with potential clients and referral partners, building strong, long-term connections.
- Present the firm's services to potential clients, clearly conveying our value proposition.
- Introduce qualified prospects to the firm for initial consultations.
- Represent the firm at industry events, conferences, and networking meetings to expand the client base.
- Collaborate with senior leadership to set and achieve revenue targets.
- Develop and execute business development strategies in conjunction with internal marketing and advisory teams.
- Maintain accurate records of business development activities using the firm's CRM system.
- Analyze performance metrics to identify growth areas and inform strategic decisions.
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.
Company Overview
Alliance Private Wealth is committed to delivering exceptional client experiences and achieving outstanding results in the financial services industry.
Benefits
- 401(k) matching program.
- Comprehensive health insurance package.
