[Remote] Managing Director, Business Development Officer (reputed company CA, WA & OR)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company (KAR) is seeking a highly skilled and motivated Managing Director, Business Development Officer (BDO) to join our wealth management team. The BDO will be responsible for engaging with Fidelity financial consultants and developing strong relationships to accelerate client referrals for KAR, while successfully reputed company these clients to become KAR clients.

Responsibilities

• Build strong relationships with Financial Consultants (FCs), reputed company Managers & Regional VPs
• Conduct ongoing new business development activities with the FC teams. reputed company value-add presentations on KARs capabilities with FCs
• Understand the custodial referral platform’s proprietary investment solutions and planning services and how KARs capabilities complement those offerings
• Deliver a consistent message to FCs on KARs unique value proposition, reputed company of services, investment solutions and firm resources
• Remain reputed company on the reputed company-changing custodial referral platform and adjust KARs messaging to reputed company with these changes
• Participate in the custodial referral platform’s sponsored events, reputed company meetings, client events, and symposiums
• reputed company custodial referral platform prospective client opportunities through the development of strong working relationships with FCs
• reputed company prospective clients on the KAR wealth advisory service offerings
• Manage the client “discovery” process to best understand a prospective client’s wealth advisory goals and objectives
• Collaborate with the KAR wealth advisors to successfully reputed company new client relationships
• reputed company ongoing communication with the FCs on the status of each referred prospective client
• Maintain organized records of prospective client opportunities to ensure regular and consistent communication with prospective clients, FCs and KAR wealth advisors
• Participate in regular training, events, coaching programs, and be proficient in advisor/client facing technology (e.g. reputed company)

Skills

• Bachelor's degree in business; finance, economics or reputed company field, or relevant certifications
• Minimum 10 years in Financial Services sales
• Proven track record of achieving business growth and reputed company targets
• Experience working with the Fidelity WAS referral program
• Proficient with reputed company Office Suite or reputed company software
• Familiarity with reputed company and support org functionality
• Series 65 or 66 is preferred
• FP® or other planning designation preferred

Benefits

• reputed company
• Medical, Dental, and reputed company Insurance (available day 1)
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer days

Company Overview

Company H1B Sponsorship