The Director of Business Strategy is a senior level position on a team that is responsible for the proactive cultivation and maintenance of deep client relationships. This senior person develops, implements, and manages various business processes required to achieve the team’s overall strategy and may ultimately, upon completion of the training program, become Financial Advisors with a formal split of team revenue.
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Actively engages prospects and clients to build relationships, identify needs, and review investment goals
Cultivates and develops client relationships
Develops investment recommendations with the Financial Advisor and prepares reports and plans that align with client goals
Takes accountability for optimizing business practices while adhering to best business ethics and practices
Seeks opportunities to grow business by capitalizing on Firm initiatives
Focuses on building strong relationships with corporate departments and strategic partners
Provides leadership and coordination on strategic business planning and development and implementation of strategies
May utilize knowledge, experience, and expertise obtained through the CFP or CFA qualification process, to lead a comprehensive discovery analysis that identifies differentiating information and variables to be used in the financial planning process
May allocate work among a team of employees
QUALIFICATIONS
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
College degree
Advanced degree preferred or professional certification required (e.g. former attorney,CPA, extensive background in financial services)
10 or more years of relevant work experience
If required, maintain CFP or CFA designation
Obtain Series 7, 63 and 65 or 66 (as required by individual states)
Additional product licenses may be required
Knowledge/Skills
Financial industry and product knowledge
Evidence of strong leadership skills or previous supervisory experience
Effective written and verbal communication skills
Knowledge of applicable compliance rules and regulations and firm policies
REPORTSTO:
Complex Business Service Officer and a dotted line to the Business Service Manager
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