Business Development Director

Summary: This position will support many aspects of the new client acquisition efforts, and revenue and asset growth objectives of First Foundation Advisors (FFA). Position consults, provides guidance, and will execute on the development, implementation, enhancement and tracking of business initiatives and sales activities. Responsible for strategic partnership approaches, effectiveness of sales support functions, business and partnership performance improvement opportunities, and may oversee various performance metrics, tracking and reporting. In addition, role may oversee multiple aspects of FFA’s marketing efforts, including collateral material enhancements, and marketing event efforts. Role may assist in the recruiting of new advisors. This position may manage employees supporting previously mentioned functions.

Salary Range: The salary range budgeted for this position is $196,800/yr to $310,900/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. 

The Company also offers various benefits, including medical, dental, vision, and a 401(K) match. Other rewards may include annual performance-based bonuses and wellness days.

Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

Duties and Responsibilities:

• Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
• Understands and complies with requirements of all laws and regulations applicable to the position
• Partner with President and other senior leaders within the organization to develop and execute against strategic priorities in support of the Advisory Business
• Manage and enhance the primary new business opportunity channels, included Schwab, commercial and retail banking 
• Serve as a subject matter expert and liaison between advisor teams, product leaders, and Marketing, ensuring new client acquisition collateral materials are developed, effective and reflective of the organization’s current offerings
• Support new client acquisition efforts to drive revenue and asset growth.
• Consult on and provide guidance for business initiatives and sales activities.
• Develop, implement, enhance, and track business initiatives.
• Evaluate the effectiveness of sales support functions and identify improvement opportunities.
• Develop and maintain strategic partnerships.
• Oversee performance metrics tracking and reporting.
• Enhance marketing collateral materials and plan marketing events.
• Assist in recruiting new Advisors.
• Manage employees supporting sales, business initiatives, and marketing efforts.
• Coordinate with other departments to ensure alignment of business strategies.
• Analyze market trends to inform business strategies.
• Develop and maintain strong client relationships.
• Ensure compliance with industry regulations.

Supervisory Responsibilities:  This position has direct supervisory responsibilities                               

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 

Education and/or Experience: 

• Bachelor’s degree required 
• Minimum of 10 to 15 years of related experience and/or demonstrated sales record as a top producer in the Wealth Management industry
• Lead or supervisory experience preferred

Skills:

• Possess strong business and management skills 
• Ability to drive results in a matrixed environment and navigate across all levels of leadership.
• Possesses a sense of urgency about exceeding the objectives of the organization
• Exhibits proven success in working across multiple stakeholders to set strategy, construct a business case, plan, and execute. 
• Must be a strategic thinker for detailed analysis of complex financial situations and a proven ability to manage and direct the growth of business
• Must have effective verbal and written communication skills
• Ability to interface effectively with all levels of personnel  
• Must be able to multitask, often under pressure  
• Must be proficient MS Word and Excel                            

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Salary : $196,800 - $310,900