Note: The job is a remote job and is open to candidates in USA. Raymond James is a financial services firm seeking a Director of Business Development. The role involves managing relationships with financial advisors and generating revenue through service offerings while leading projects and developing business plans for a designated territory.
Responsibilities
- Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory
- Identify, qualify and engage with retirement plan specialist advisors in territory
- Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory
- Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows
- Developing and implementing business plans for the territory to deliver on sales goals
- Presents sales activities at weekly meetings
- Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity
- Achieve territory sales goals
- Manages expense account within allotted budget
- Performs other duties and responsibilities as assigned
Skills
- Bachelor's Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry
- Any equivalent combination of experience, education, and/or training approved by Human Resources
- General Experience - 6 to 10 years
- Five (5) years of experience in the retirement plan services industry is strongly preferred
Benefits
- Base salary or wages
- Additional compensation (cash or equity)
- Discretionary bonuses
- Commissions
- A benefits package that may include medical, dental, and vision
- Life insurance
- Critical illness insurance and accident insurance
- Disability benefits
- Retirement savings
- Paid time off (including vacation, holidays, and sick leave)
- Parental leave
- Eligibility for benefits and specific offerings may vary based on position and employment status
Company Overview