Director, Business Development - Nwps

Chartwell Investment Partners

West Coast Territory, USA
Base: $100,000.00-$140,000.00; bonus/equity: not s...
Fully remote
Develop and manage client relationships
Generate sales revenue
Territory sales management
Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory

Job Summary

  • Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory.
  • The Director, Business Development will cover the West Coast Territory to include California, Nevada, Oregon, Idaho, Washington, and Alaska.
  • At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

Matching Summary

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory.

Salary

Base: $100,000.00-$140,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Develop and manage client relationships
  • Generate sales revenue
  • Territory sales management
  • Develop business plans
  • Sales presentations
  • Financial advisor engagement

Nice-to-have

  • Client-first focus
  • Integrity and independence
  • Long-term view
  • Authentic self-expression
  • Continuous evolution

Key Requirements

  • 3 to 6 years general experience
  • Bachelor's in Business Administration or Marketing
  • Securities Industry Essentials Exam (SIE)

Work Rights

Not specified

Tailored Resume

Cover Letter