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Director of Business Development - Investment Advisory Remote

Get It - Finance
Atlanta, GA Remote Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 3/8/2025
Job Overview

We are looking for a highly skilled and experienced Investment Advisory Business Development Director to join our esteemed organization. This full-time remote position offers the flexibility to work from anywhere while remaining connected to our headquarters in Atlanta, GA. In this pivotal role, you will be instrumental in spearheading new business initiatives, cultivating strong client relationships, and contributing to our strategic growth trajectory.

Key Responsibilities

  • Drive new business development efforts and lead generation initiatives, actively identifying and pursuing expansion opportunities.
  • Formulate and implement business plans that align with our overarching strategic objectives.
  • Cultivate and maintain key client relationships, ensuring exceptional service and effective account management.
  • Collaborate with cross-functional teams to deliver seamless services and guarantee long-term client satisfaction.
  • Conduct thorough market research to remain informed about industry trends and competitive offerings.

Required Skills

  • Demonstrated expertise in business development, lead generation, and account management.
  • In-depth knowledge of business planning and familiarity with family offices and high-net-worth clientele.
  • Strong communication and negotiation abilities.
  • Capacity to work autonomously while managing multiple projects in a dynamic environment.
  • Solid understanding of financial products and services.

Qualifications

  • A Bachelor’s or Master’s degree in Business Administration, Finance, or a related field is essential.
  • CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst) certifications are advantageous.
  • A minimum of 10 years of pertinent experience is strongly preferred.

Career Growth Opportunities

Joining our organization offers an exciting prospect for professional advancement in a collaborative environment. We are committed to your growth and development, providing ample opportunities to enhance your skills and advance your career.

Company Culture And Values

Our company fosters a culture of collaboration and innovation, where every team member is valued. We are dedicated to creating an inclusive work environment that encourages professional relationships and networking opportunities, allowing you to thrive in your career.

Employment Type: Full-Time

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