Wealth Business Development Manager

Leah Yosef International; New York (NY); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

Leah Yosef International seeks a Business Development Officer to source and develop relationships from partner program representatives, advisors, and prospective clients to generate client referrals in the New York market.

The role offers exposure to market research, strategic outreach, and collaboration with advisors to improve meeting execution and close rates while expanding the firm’s brand in a fast-paced, growth-oriented environment.

Formación

• Familiarity with custodial referral programs or external wholesaler experience in the RIA space.
• Strong understanding of financial planning, tax planning, and estate planning concepts.

Responsabilidades

• Source and develop relationships from partner program representatives, advisors, and prospective clients to generate client referrals.
• Identify new market opportunities through market research and proactive outreach to increase market share within the territory.
• Analyze sales reports and develop strategies to improve results and profitability.
• Identify opportunities for thought leadership, marketing campaigns, and other initiatives to increase brand awareness.
• Opportunity to coach advisors, improve meeting execution, and help increase close rates across the Firm

Conocimientos

Custodial referral programs

External wholesaler experience

Financial planning

Tax planning

Estate planning

Descripción del empleo

Dynamic, fast growing 14B+ AUM Independent RIA is seeking a Business Development Officer to source and develop relationships from partner program representatives, advisors, and prospective clients to generate client referrals.

Highlights

• Top 20 RIA in the custodial referral program channel
• The Firm has been growing consistently at a rate of 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning, and relationship management support
• Opportunity to coach advisors, improve meeting execution, and help increase close rates across the Firm
• Identify new market opportunities through market research and proactive outreach to increase market share within the territory.
• Analyze sales reports and develop strategies to improve results and profitability.
• Identify opportunities for thought leadership, marketing campaigns, and other initiatives to increase brand awareness.

Requirements

• Familiarity with custodial referral programs or external wholesaler experience in the RIA space
• Strong understanding of financial planning, tax planning, and estate planning concepts