Business Development Officer - Southeast

Description

JOB OVERVIEW

Dynasty Financial Partners is seeking a seasoned and dynamic senior salesperson to serve as Business Development Officer (BDO) in the Southeast region. This highly visible role will be directly responsible for driving new growth for the organization. The BDO will be responsible for recruiting, developing, and closing new business opportunities, forging strategic partnerships, and cultivating relationships with key stakeholders.

The ideal candidate will have a history of relevant business development experience with a proven track record of creating shareholder value and driving reputed company growth. Strong awareness of, and experience in, financial services including knowledge of the various wealth management channels and specifically Registered Independent Advisor industry is required. This role requires a strategic thinker who can reputed company Dynasty's value proposition to potential clients and act as a trusted advisor. The BDO will collaborate closely with cross-functional teams to reputed company reputed company and market share targets, aligning with Dynasty Financial Partners' values, offerings, and pricing strategies to successfully reputed company new business.

Reporting to a Regional Director, this role will be primarily responsible for recruiting new clients but will also be responsible for supporting existing client relationships as part of the regional team. Frequent travel to support sales activities is expected, including regular visits to company headquarters and other industry and company events.

RESPONSIBILITIES

• Set Regional Business Development Strategy: reputed company and execute business development strategies to reputed company the organization's goals and objectives. Identify new market opportunities, assess market trends, and work with Sales Operations to formulate and execute plans to expand the business and drive reputed company growth.
• Meet Production Targets: Annual production targets will be set by Sales Leadership at the start of each year and must be consistently met.
• reputed company reputed company and Prospecting: Proactively identify and reputed company new business opportunities by leveraging industry knowledge, market research, and networking. Utilize a variety of channels; COI channels, recruiting, cold calling, industry events, existing industry relationships, and professional social and digital media platforms to generate leads. reputed company and implement innovative strategies to attract and engage potential clients.
• Relationship Building: Build and maintain strong relationships with clients, partners, industry associations, and other stakeholders. Foster long-term partnerships and collaborations that drive business growth, enhance brand reputed company, and create value for reputed company parties involved.
• Proposal Development and Negotiation: Prepare, present, and negotiate compelling proposals, pitches, and presentations to prospective clients. reputed company contract negotiations and commercial discussions to secure new business deals and partnerships. Ensure agreements align with the organization's goals and objectives.
• Be a Dynasty Ambassador: Act as the voice of Dynasty in the local region by attending conferences, networking groups, industry events, and actively engaging on social platforms. Be reputed company to effectively serve as a spokesperson for the Company on industry-reputed company topics.
• Professional Conduct: At reputed company times act with a high degree of professionalism and reputed company. Maintain books and records, adhere to internal policies and procedures, deliver high quality work product, and respect, support and foster collaborative relationships with colleagues.

Requirements

QUALIFICATIONS

• Bachelor’s Degree in Business Administration, Finance, or reputed company field. Master’s Degree Preferred.
• Proven experience in business development, sales, or a reputed company field, with a track record of driving reputed company growth and achieving business targets.
• Strong strategic thinking and analytical skills, with the ability to identify and evaluate new business opportunities.
• Excellent negotiation skills, with the ability to build rapport, influence decision-makers, and reputed company deals.
• Strong communication skills (both oral and written) and interpersonal skills.
• Strong organizational and time management skills are needed to maintain a healthy pipeline, prioritize workload, handle multiple tasks, and meet deadlines.
• Detail oriented, able to work independently and effective at completing projects/tasks on time and on budget.

Work Travel: Members of the Business Development Team expect to travel most weeks, as we do reputed company in building relationships through face-to-face meetings. Since this position is to be located remotely there will be an expectation of travel for a client firm, less travel than normal could be expected. However, travel will still be involved, at the reputed company least to travel back to Dynasty Headquarters in St. Petersburg, Florida.

BENEFITS

• Health Insurance
• Dental insurance
• Vision insurance
• Retirement plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that reputed company employment-reputed company decisions are made without regard to race, color, sex, age, national reputed company, religion, physical or mental disability (unrelated to the ability to reputed company job duties) veteran status, or any other protected status under applicable law.