Pwm Director Of Business Strategy

Profile

PWM Director of Business Strategy
The candidate develops, implements, and manages various business processes required to achieve the team’s overall strategy and may ultimately, upon completion of the training program, become Financial Advisors with a formal split of team revenue. Actively engages prospects and clients to build relationships, identify needs, and review investment goals. Cultivates and develops client relationships. Develops investment recommendations with the Financial Advisor and prepares reports and plans that align with client goals. Takes accountability for optimizing business practices while adhering to best business ethics and practices. Seeks opportunities to grow business by capitalizing on Firm initiatives. Focuses on building strong relationships with corporate departments and strategic partners. Provides leadership and coordination on strategic business planning and development and implementation of strategies. May utilize knowledge, experience, and expertise obtained through the CFP or CFA qualification process, to lead a comprehensive discovery analysis that identifies differentiating information and variables to be used in the financial planning process. May allocate work among a team of employees. Four-year college degree or professional certification required. Advanced degree preferred or professional certification required (e.g. former attorney, CPA, extensive background in financial services). Minimum of 10 years of post-high school education and/or work experience in a field relevant to the position. Active Series 7, 63 and 65 or Series 7 and 66. If required, maintain CFP or CFA designation. Additional product licenses may be required. Should have Financial industry and product knowledge. Evidence of strong leadership skills or previous supervisory experience. Effective written and verbal communication skills. Knowledge of applicable compliance rules and regulations and firm policies.

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