Role Description
Are you a proven business development professional with a successful track record of building executive relationships, opening doors, and consistently closing new business? Investments & Wealth Institute is seeking a results-driven sales leader who thrives on developing strategic partnerships, uncovering new opportunities, and exceeding revenue goals. The ideal candidate brings established relationships across the wealth management industry, including experience working with private banks, trust companies, and bank broker-dealers. If you're motivated by winning new business, cultivating long-term client relationships, and making a measurable impact, we'd love to hear from you.
The Director, Business Development – Financial Institutions, is responsible for driving new revenue growth by developing strategic relationships with senior decision-makers across the wealth management industry with certification, education, and training needs, with a primary focus on the Bank channel (private banks, trust companies, bank broker-dealers). This role represents business development efforts for the Institute's certifications, education, enterprise learning solutions, sponsorships, and Foundation initiatives, securing new business opportunities, expanding engagement with the Institute's offerings, and cultivating long-term strategic partnerships.
This role contributes to the Institute's strategic and financial objectives by achieving individual and team revenue goals.
Qualifications
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Bachelor's degree or equivalent combination of education and experience.
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Minimum of five years of professional business development or sales experience, preferably within the Bank channel, with established relationships across private banks, trust companies, or bank broker-dealers.
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Financial services industry experience.
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Demonstrated success developing new business opportunities, building executive-level relationships, and achieving revenue goals.
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Preferred: CIMA®, CPWA®, or RMA® designation.
Requirements
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Develop and execute business development strategies to generate new revenue and expand the Institute's presence across the wealth management industry, with a primary focus on private banks, trust companies, and bank broker-dealers.
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Consistently prospect, cultivate, and pursue new business opportunities ("new logos") across all Institute product lines through proactive outreach and timely follow-up.
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Conduct strategic account planning, prepare and deliver compelling presentations, engage senior decision-makers, recommend tailored solutions, and close new business opportunities.
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Develop and execute strategies to identify, present, and secure group and private opportunities for the Institute's certification, education, enterprise learning, and sponsorship offerings.
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Assess the certification, education, and professional development needs of prospective organizations, build relationships with key decision-makers, and position the Institute's solutions to meet their objectives.
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Build and maintain executive-level relationships with key decision-makers while developing and managing a robust pipeline of strategic business opportunities that drive long-term growth.
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Develop and maintain a thorough understanding of the Institute's certifications, education programs, enterprise learning solutions, sponsorship offerings, and value proposition to effectively position solutions that meet client needs.
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Leverage the Institute's business systems and technologies, including HubSpot, Fonteva, and Docebo, to effectively manage opportunities, maintain accurate sales activities, and support business growth.
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Monitor industry trends, emerging client needs, and competitive developments to identify new market opportunities and enhance the Institute's value proposition.
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Represent the Institute at industry conferences, client meetings, and other business development events, with regular travel required, including participation in Denver-based meetings and activities as needed.
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Partner effectively with internal stakeholders to deliver exceptional client experiences and achieve individual and team revenue objectives.
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Perform other duties as assigned.
Benefits
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Comprehensive benefits package designed to support the health, well-being, and financial security of employees.
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Medical, dental, and vision insurance.
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401(k) retirement plan with employer match.
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Paid time off and paid holidays.
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Life and disability insurance.
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Flexible spending accounts.
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Employee assistance resources.
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Professional development opportunities.
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Eligibility is subject to plan terms and employment status.
