Business Development Specialist - Wealth Management
Business Development Specialist - Wealth Management
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Job Description
If you are ready to join a company that truly cares about its employees our members and our community then you have come to the right place!
Summary of Role:
Responsible for developing and supporting strategy and execution of new and existing relationships with members and clients. Provide support for BWM advisors by serving as a Subject Matter Expert (SME) and developer of the client relationship management model. Lead the following initiatives for BWM: CRM Financial Education Marketing Business Development and Events inclusive of client appreciation events. Act as a liaison between Broadview Wealth Management and Broadviews Marketing team.
Essential Job Functions/Responsibilities:
Build BWMs book of business and wallet share and support client retention through Marketing and Business Development efforts.
Proactively expand BWM book of business through execution of sales and retention plan.
Work closely with Marketing (including Digital) Financial Well-Being and Commercial teams and refer business to other departments as appropriate.
Collaborate with external and internal partners including Client Services Associates on the successful execution of client appreciation events.
Lead BWM CRM initiatives by serving as the CRM SME.
Lead testing of new rollouts within BWM and create training sessions/documents for staff.
Serve as the liaison between the Director Advisory Sales and Director Advisory Operations when needing user input or reporting an issue.
Collaborate with the BWM Operations team on data cleanup projects and on-going data maintenance including LPL ClientWorks and Salesforce CRM to ensure accurate reporting.
Lead the BWM Financial Education program.
Develop and lead the execution of all member/client workshops and webinars and assist Business Experience in scheduling SEG webinars.
Track workshop and webinar activity and outcomes and deliver timely reporting to stakeholders.
Audit workshops and webinars and send strategic reporting to stakeholders.
Retain and utilize skills systems and regulations associated with the products and services offered by BWM.
Complete additional projects and initiatives as assigned by the Director Advisory Operations.
Minimum Job Qualifications:
Preferred Associates degree or at least three (3) years of equivalent experience in a related field.
Demonstrated mastery of LPL ClientWorks and Salesforce.
Strong computer skills proficient use of Microsoft Office software applications.
Excellent verbal written and auditory communication skills.
Excellent interpersonal skills.
Strong organizational skills.
Remain current on LPL securities market BWM investment policies/procedures and NYS Dept. of Financial Services Continuing Education and training (both required and available).
Basic knowledge of all Credit Union products and services.
Starting Compensation: $60329-$73903 annually plus a competitive benefits package.
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
We are an equal opportunity employer. We do not discriminate on the basis of race creed color national origin religion sex age veteran status disability genetic information gender identity or any other protected class.
Broadview FCU is committed to ensuring individuals with disabilities and/or those whohave special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process please contact us at
Required Experience:
Unclear Seniority
Employment Type
Full-Time
