Business Development Manager

What You’ll Do

• Possessors Sourcing and Qualification: Source prospective clients across all three markets through referral channels, campaign response, and direct outreach. Qualify prospects against the firm’s client criteria and document the basis for each qualification decision before an advisor meeting is set.
• Secure Introductory Meetings: Secure introductory meetings and brief the receiving advisor on the prospect’s situation, history, and what prompted the conversation.
• Pipeline Management: Own your prospect pipeline, keeping stage, source, and next action current for every active opportunity. Maintain a consistent follow-up cadence, including long-cycle prospects who are not yet ready to move.
• Report Performance: Report your pipeline volume, conversion, and source performance to the Head of Business Development, and flag where activity is falling short of plan.
• Referral Channels and Campaign Conversion: Build and maintain relationships with centers of influence, including attorneys, CPAs, and community organizations, and route their referrals to the right advisor in the right market. Convert marketing campaigns, events, and educational programming into scheduled meetings through structured follow-up.
• Share Best Practices: Share what is working across channels, markets, and campaign types with the Head of Business Development, so firm-wide effort can be directed accordingly.

Qualifications

The ideal candidate will have 5+ years of experience in business development, preferably in the financial services industry. Strong networking skills, excellent communication abilities, and the ability to build and maintain relationships are essential. Proficiency in CRM tools and a deep understanding of the financial services landscape are also required.