Remote Managing Director - Wealth Growth & BD

Judson Group; Town of Texas (WI); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Highly competitive base salary + bonus opportunities

Full suite of benefits

Professional development opportunities

Job summary

A leading financial services firm is seeking a highly motivated Managing Director, Business Development Officer to cultivate strategic relationships and connect clients with wealth advisors. This role involves leading growth initiatives and being the main point of contact between clients and advisory teams. Ideal for seasoned professionals with extensive experience in business development, offering a competitive salary and a remote work environment, while expecting strong networking and relationship management skills.

Qualifications

• 10+ years of proven success in financial services sales or business development.
• Track record of meeting or exceeding business growth and revenue goals.
• Series 65 or 66 license preferred.

Responsibilities

• Lead ongoing business development initiatives.
• Communicate the firm’s unique value proposition.
• Source new prospective clients through referrals and networking.

Skills

Business development

Relationship management

Sales strategy

Networking

Education

Bachelor’s degree in Business, Finance, Economics

Tools

Salesforce

Microsoft Office Suite

Job description

A leading financial services firm is seeking a highly motivated Managing Director, Business Development Officer to cultivate strategic relationships and connect clients with wealth advisors. This role involves leading growth initiatives and being the main point of contact between clients and advisory teams. Ideal for seasoned professionals with extensive experience in business development, offering a competitive salary and a remote work environment, while expecting strong networking and relationship management skills.