What are the responsibilities and job description for the Senior Financial Planning Leader position at Planning Alternatives?
Company Vision:
At Planning Alternatives, our vision is to be a trusted leader in the fiduciary services industry, known for our expertise, integrity, and commitment to delivering exceptional results for our clients.
Job Description:
The Chief Business Development Officer will play a critical role in driving the growth and development of our firm's business, focusing on identifying new opportunities, building strategic relationships, and developing targeted marketing campaigns to attract new clients and grow our assets under management.
Key Responsibilities:
- Develop and execute strategic business development plans to acquire new clients and increase assets under management.
- Identify and pursue new business opportunities, leveraging relationships and partnerships to drive growth.
- Collaborate with cross-functional teams to integrate operational initiatives and drive business growth.
Required Skills and Qualifications:
- Proven track record of success in a business development role within the financial services industry, with a focus on fiduciary services and wealth management.
- Strong understanding of financial markets, investment principles, and regulatory requirements.
- Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients and stakeholders.
