Opportunity Details
The ideal candidate for this business development leader position should have a background in wealth management, investment advisory, or financial planning, with a track record of driving profitable growth. They should possess strong organizational and operational leadership skills, particularly in advisor recruitment, sales training, and process improvement. The preferred candidate will be a strategic and visionary leader who can lead through influence and persuasion, while also embodying collaboration, integrity, and a commitment to client service. Experience in areas such as estate planning or insurance would be beneficial for this role. The successful candidate will be responsible for driving growth and profitability within the organization, and will need to demonstrate a strong ability to develop and implement strategic initiatives. They should also have a proven ability to build and maintain relationships with clients and advisors, and be able to effectively communicate and collaborate with internal teams.