Director, Business Development - NWPS

Job Description Summary

Job Summary:

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory. Leads projects, programs or processes with significant business impact involving cross‑functional teams.

Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell service offerings and generate revenue for the company.

The Director, Business Development will cover the West Coast Territory to include California, Nevada, Oregon, Idaho, Washington, and Alaska. While this is a remote position, it is a requirement that the Director, Business Development live in the territory.

• Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory.
• Identify, qualify and engage with retirement plan specialist advisors in territory.
• Build mutually beneficial, long‑term business relationships with retirement plan specialist advisors in territory.
• Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows.
• Developing and implementing business plans for the territory to deliver on sales goals.
• Presents sales activities at weekly meetings.
• Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity.
• Achieve territory sales goals.
• Manages expense account within allotted budget.
• Performs other duties and responsibilities as assigned.

• Fundamental concepts, principles and practices of the company sponsored retirement plan industry.
• How to build trusted relationships with partners and financial advisors.

• Identifying the needs of plan sponsors through effective questioning and listening techniques.
• Supporting advisors in efforts to grow their business.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast‑paced work environment.
• Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.
• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
• Analyzing business processes and identifying process improvement opportunities.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

• Represent the company in a highly professional manner.
• Organize, prioritize, and manage tasks and projects to complete work efficiently.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
• Develop and maintain effective working relationships with team members, internal partners, and external parties.
• Assimilate and prioritize strategies into operational guidelines.
• Work independently as well as collaboratively within a team environment.
• Establish clear directions and priorities.

• None

Bachelor’s:
Business Administration, Bachelor’s:
Marketing

General Experience - 3 to 6 years

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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Less than 25%

Remote

• Grow professionally and inspire others to do the same
• Work with and through others to achieve…