Director of Business Development in Investment Advisory - Remote | WFH

Job Overview

We are in search of a seasoned Director of Business Development to become a pivotal part of our innovative team. This full-time hybrid position is based in Atlanta, GA, offering flexibility for remote work. In this influential role, you will spearhead the pursuit of new business opportunities, cultivate meaningful client relationships, and significantly contribute to shaping our strategic growth trajectory.

Key Responsibilities

• Drive initiatives in business development and lead generation, identifying and capitalizing on new growth opportunities.
• Formulate and implement business plans that align with the organization's strategic goals.
• Maintain and enhance key client relationships through outstanding client service and effective account management.
• Collaborate with cross-functional teams to ensure seamless delivery of services and foster long-term client satisfaction.
• Conduct comprehensive market research to remain informed about industry trends and competitor activities.
  
  

Required Skills

• Proven track record in business development, lead generation, and account management.
• Strong proficiency in business planning and a deep understanding of family offices and high-net-worth clients.
• Excellent verbal and written communication and negotiation abilities.
• Capacity to operate independently and manage multiple projects in a dynamic environment.
• In-depth knowledge of financial products and services.
  
  

Qualifications

• A Bachelor's or Master's degree in Business Administration, Finance, or a related field is essential.
• CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst) designations are advantageous.
• A minimum of 10 years of relevant experience is strongly preferred.
  
  

Career Growth Opportunities

This position offers remarkable opportunities for personal and professional development within our esteemed organization. You will be a part of a team that actively promotes career advancement and equips you with the necessary resources to thrive.

Company Culture And Values

We pride ourselves on fostering a collaborative and forward-thinking environment that champions teamwork and innovation. Our supportive culture ensures that each team member can contribute meaningfully to our collective success.

Employment Type: Full-Time