The Business Development Manager role has a fundamental value to the overall success of the business, making it an excellent opportunity for someone who is driven to seek excellence in everything they do. If you are a successful business development professional looking for the platform to build a career in financial services, this could be for you.
The main focus of the role is to strategically target and directly contact potential clients across the United States, outlining the Skybound Wealth USA proposition to secure meetings for the Financial Advisers you are working with. This involves using a wide variety of sources to map both the corporate and socio-economic landscapes within the area you are focusing on. Our work with British expatriates in particular is a niche and underserved market in the USA.
In tandem with the research and other technical stages in the onboarding and continued service of a client, a BDM will need to initiate conversations over the phone and via email. An instinctive enjoyment of the sales process and confidence talking to a wide range of individuals is vital for this position.
This is one of the fastest growing regions in the business and you will be encouraged to study for the Series 65 FINRA Exam as well as to obtain your Life Insurance qualification with the anticipation of working towards becoming a Financial Adviser/Investment Adviser yourself.