Demo

Senior Business Growth Strategist

Alliance Private Wealth
North Reading, MA Full Time
POSTED ON 4/16/2025
AVAILABLE BEFORE 5/15/2025

Alliance Private Wealth is seeking a highly skilled Director of Business Development to drive the growth and expansion of our firm. This role plays a critical part in acquiring new business, identifying, targeting, and developing relationships with potential clients and referral sources.

Key Responsibilities:

  • Research and analyze 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.
  • Work closely with the CEO to set and achieve revenue targets.
  • Collaborate with the internal marketing and advisory teams to develop and execute business development strategies and coordinate events.

Requirements:

  • You must reside in either Massachusetts or New Hampshire.
  • Bachelor's degree in Finance, Business, Marketing, or a related field.
  • Five or more 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.
  • Excellent written and verbal communication skills.

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Job openings at Alliance Private Wealth

Alliance Private Wealth
Hired Organization Address North Reading, MA Full Time
Alliance Private Wealth is seeking a highly motivated and results-driven Director of Client Acquisition to join our team...

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