Business Development Lead

Who you are:

  • You’re passionate about positively impacting the future of our planet and humanity
  • You're an excellent relationship builder
  • You’re a self-starter, eager to work on a small, flat and highly collaborative team 
  • You stand up for what you believe in, but you are open to having your mind changed
  • You enjoy the journey 

A taste of what you’ll do:

You’ll be responsible for consultative sales and relationship management for wealth management (RIA) clients. In particular you will:

  • Manage client relationships, driving success towards achieving key business goals
  • Work closely with prospective clients to understand their business objectives and demonstrate the most appropriate solution to meet their needs
  • Manage consultative sales cycle from lead to close
  • Conduct regular business reviews, track appropriate standard KPIs, and identify custom KPIs to measure client success; identify strategic initiatives or best practice optimizations to add value to client relationship
  • Take ultimate accountability for client outcomes; proactive and highly engaged in communications
  • Successfully conduct executive meetings and regular business reviews with minimal oversight; comfortable leading difficult conversations with clients
  • Can proactively identify/anticipate adoption issues, misalignments, and/or gaps; own escalation processes
  • Travel required (up to 30% of time)

What you’ll bring to the table:

  • 5-7 years in relationship management, focused on wealth management
  • A proven track record of exceeding business development / sales targets
  • A deep understanding of the wealth management industry
  • Experience in building relationships and garnering trust with executive decision makers and influencers
  • Demonstrated ability to manage pipeline and close business
  • In depth understanding of financial products, particularly equities (and ideally ESG)
  • Exceptional organizational, communication & listening skills
  • Series 65 registration

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