Business Transition Development Director

Ladders; United States; Remote; USD 122,000 - 262,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation plan

Professional development

Job summary

Ladders is seeking a Business Transition Development Director to lead advisory relationships and drive growth for business owners navigating transitions. The role emphasizes education, consultative service delivery, and collaboration with internal partners to expand the advisory offering and referral activity.

The position is remote, offering a comprehensive benefits package and an incentive plan tied to performance, with a focus on private banking capabilities for clients at all stages.

Qualifications

• Bachelor's degree required; graduate degree preferred.
• Minimum of 8 years in Private Banking, Wealth Management, and/or Trust and Legal.
• Licenses: SIE, Series 7, and Series 63.
• Proven track record in business development.
• Strong relationship management with internal partners and clients.
• Exceptional client service and communication/presentation abilities.

Responsibilities

• Develop strategic relationships with internal partners to execute the business transition advisory strategy.
• Deliver educational sessions on transition advisory capabilities to stakeholders.
• Contribute to strategic alliances that support integration of advisory services for business owners.
• Proactively communicate with partners regarding referrals and opportunities.
• Provide advisory services to clients navigating complex business transitions.
• Strengthen utilization of private banking services for business owners at all stages.
• Manage a robust pipeline that leads to closed business and positive client outcomes.

Skills

Business development

Relationship management

Communication & presentation

Client service

Education

Bachelor's degree

Graduate degree

Tools

SIE

Series 7

Series 63

Job description

For our client, we are seeking a Business Transition Development Director to join the team of a leader in the Finance & Insurance space.

This role focuses on building and advancing advisory relationships that help business owners navigate complex transition events and long-term planning needs. You will partner closely with internal stakeholders to expand awareness of the advisory offering, strengthen referral activity, and drive growth through strategic client engagement. The position combines business development, education, and consultative service delivery to support strong client outcomes and deeper adoption of private banking capabilities.

Location: Remote

Compensation: $121,900 – $262,100 annually

Responsibilities

• Develop strategic relationships with internal partners to execute the business transition advisory strategy
• Deliver educational sessions on transition advisory capabilities to various stakeholders
• Contribute to strategic alliances that support the integration of advisory services for business owners
• Proactively communicate with partners regarding referrals and opportunities
• Provide advisory services to clients navigating complex business transitions
• Strengthen utilization of private banking services for business owners at all stages
• Manage a robust pipeline that leads to closed business and positive client outcomes

Qualifications

• Bachelor's degree required; graduate degree preferred
• Minimum of 8 years in Private Banking, Wealth Management, and/or Trust and Legal
• Required licenses: SIE, Series 7, and Series 63
• Proven track record in business development
• Strong relationship management skills with internal partners and clients
• Exceptional client service skills
• Effective communication and presentation abilities

Benefits

• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being
• Incentive compensation plan based on performance
• Recognition programs for employee contributions
• Opportunities for professional development and growth

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.