3 дня назад
Director, Business Development Officer- BTS
140 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Business Development Officer- BTS (Financial Services): Driving product and service engagement among Financial Consultants and retail clients across the Investor Services business with an accent on bank and brokerage partnerships, lending expertise, and client-focused business development. Focus on influencing sales outcomes, delivering product and technical knowledge, leading a large territory, and addressing cross-functional business impacts.
Location: Remote work available; candidates must be authorized to work full-time in the United States without employer sponsorship. Orlando, Florida is the preferred location.
Salary: USD $140,000–$150,000 per year, plus bonus or incentive opportunities.
Company
provides investment, banking, brokerage, and financial services.
What you will do
- Serve as the Bank’s subject matter expert for business development.
- Increase understanding and engagement with bank products and services among Financial Consultants and retail clients.
- Develop stronger affiliations with bank and brokerage field partners to support business development.
- Influence stakeholders, support sales closing, and deliver product and technical knowledge across bank offerings.
- Lead a large territory while traveling, multitasking, and maintaining organized, responsive client engagement.
Requirements
- Active Series 7 and Series 63/66 licenses.
- At least 5 years of relationship management experience with bank or brokerage field partners.
- In-depth knowledge of home lending and asset-based lending for high-net-worth clients.
- Strong analytical, client-experience, public-speaking, written, and verbal communication skills.
- Current authorization to work full-time in the United States without employer sponsorship.
Nice to have
- Bachelor’s degree.
- Current NMLS license or registration.
Culture & Benefits
- Hybrid Work and Flexibility approach supporting remote work and regular in-person collaboration.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
- Paid parental leave and family-building benefits.
- Health, dental, and vision insurance, plus tuition reimbursement.
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