Director, Business Development

Raymond James; Town of Texas (WI); Remote; USD 110,000 - 130,000; Full time

Job summary

An established industry player seeks a Director of Business Development to lead initiatives across the South Central territory. In this role, you will leverage your expertise to cultivate relationships with financial advisors and retirement plan specialists, driving revenue growth through strategic planning and effective communication. This dynamic position offers the chance to work autonomously while collaborating with cross-functional teams to deliver comprehensive solutions. If you are passionate about business development and thrive in a fast-paced environment, this opportunity is perfect for you.

Benefits

Competitive Benefits Package

Quarterly Incentive Compensation

Qualifications

• 3 to 6 years of general experience in business development or sales.
• Strong knowledge of the retirement plan industry and relationship management.

Responsibilities

• Build and maintain relationships with financial advisors to generate revenue.
• Develop and implement business plans for the territory to meet sales goals.

Skills

Relationship Building

Sales Presentations

Problem Solving

Effective Communication

Organizational Skills

Education

Bachelor’s in Business Administration

Bachelor’s in Marketing

High School Diploma

Tools

Salesforce

Job description

Director, Business Development

Director, Business Development

Apply locations Remote Texas - United States time type Full time posted on Posted 20 Days Ago job requisition id R-0003252

Job Description

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 specialists, registered investment advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell service offerings and generate revenue for the company.

The Director, Business Development will cover the South Central territory, to include Texas, Louisiana, Oklahoma, and Arkansas.

Essential Duties and 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 the territory.
• Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in the 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.

Knowledge of:

• Fundamental concepts, principles, and practices of the company-sponsored retirement plan industry.
• How to build trusted relationships with partners and financial advisors.

Skill in:

• Identifying the needs of plan sponsors through effective questioning and listening techniques.
• Supporting advisors in efforts to grow their business.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.
• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
• Analyzing business processes and identifying process improvement opportunities.
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

• Represent the company in a highly professional manner.
• Organize, prioritize, and manage tasks and projects to complete work efficiently.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
• Develop and maintain effective working relationships with team members, internal partners, and external parties.
• Assimilate and prioritize strategies into operational guidelines.
• Work independently as well as collaboratively within a team environment.
• Establish clear directions and priorities.

License/Certifications:

• None

Compensation:

• $110,000 - $130,000 base salary, eligible for quarterly incentive compensation based on sales achievement
• Competitive Benefits Package

Education

Bachelor’s: Business Administration, Bachelor’s: Marketing, High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Travel

Less than 25%

Workstyle

Remote

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

1. Grow professionally and inspire others to do the same
2. Work with and through others to achieve desired outcomes
3. Make prompt, pragmatic choices and act with the client in mind
4. Take ownership and hold themselves and others accountable for delivering results that matter
5. Contribute to the continuous evolution of the firm

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. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

About Raymond James

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.