• Engage and convert high quality prospective clients (introduce through internal and external lead sources), including delivering the appropriate inbound and outbound effort• Managing on-going client relationships and expanding those relationships where appropriate• Collaborating with other internal stakeholders to ensure a smooth onboarding experience for new clients.• Effectively manage prospect pipeline with activity-based metrics and qualitative engagement• Track and report key business development metrics, including pipeline progress, conversion, and revenue growth.RequirementsBachelor's degree in Business, Finance, or a related field; MBA or CFP® a plus.5+ years of experience in business development, sales and relationship management within financial services or wealth management.Proven track record of meeting or exceeding growth targets.Strong understanding of investment products, financial planning, and regulatory environment.Experience in workplace solutions and conversion processExcellent communication, negotiation, and interpersonal skills.Self-motivated, with the ability to work independently and collaboratively.FINRA Series 7 and 66 (or 63 & 65) Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), or similar credentials.ATS Optimization KeywordsBelow are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings.Hard Skillsbusiness developmentsalesrelationship managementinvestment productsfinancial planningregulatory environmentworkplace solutionsconversion processpipeline managementmetrics trackingSoft Skillscommunicationnegotiationinterpersonal skillsself-motivatedindependent workcollaborative workCertifications & QualificationsBachelor's degreeMBACFP®FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65CFA#J-18808-Ljbffr