Business Development Manager

3 weeks ago

Westlake, United States Corrigan Krause CPA's Full time
Job DescriptionJob DescriptionDescription:

Why You Should Consider Corrigan Krause

We are committed to hiring bright and determined individuals Our employees enjoy both a competitive and rewarding compensation and benefits package. At Corrigan Krause, our team is one of our main priorities where we emphasize both professional and personal growth opportunities and a close-knit culture. Our growth opportunities are something we take great pride in where our employees have the option for mentorship, career development and other leadership possibilities. Some of our other perks include: hybrid work schedule, professional denim dress-code policy, 401k w/ company contribution, paid holidays and much more


We are seeking a highly motivated and results-driven Business Development Manager to join our team. The successful candidate will play a key role in driving growth and revenue for our accounting firm, with a specific focus on growing our wealth management and consulting services. As the Business Development Manager, you will focus on identifying our ideal target client, nurturing new business opportunities; evaluating and deepening existing client relationships, optimizing pricing strategies and developing strategies to expand our client base.

Requirements:

Duties may include, but are not limited to, the following:


Strategic Planning

  • Develop and implement business development strategies that align with the firms strategic plan
  • Lead pricing strategies to ensure firm profitability

Client Acquisition

  • Identify, pursue and generate new business opportunities to expand the firms client base
  • Collaborate with relationship managers to understand client needs and tailor services accordingly

Networking

  • Coordinate and attend industry events, conferences and professional functions to build relationships with potential clients, strategic partners and other professionals

Proposal Development

  • Prepare and present proposals to potential clients with an outline of the firm services, tailored to the specific client

Reporting & Analytics

  • Track and report on key performance indicators (KPIs) related to business development, including different strategies implemented
  • Utilization of HubSpot to monitor pipeline and client relationship metrics

Training & Development

  • Provide training and coaching to other team members involved in business development
  • Facilitate monthly business development team meetings


Qualifications:

  • Bachelor's degree in Business, Finance, or a related field. MBA or CFA designation is a plus.
  • Proven experience in business development, sales, or relationship management within the financial services sector, with a specific focus on wealth management.
  • Strong knowledge of financial products and services, including investments, retirement planning, estate planning, and taxation.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Strong presentation and negotiation skills.
  • Ability to work independently and as part of a team.
  • Results-oriented, with a track record of meeting or exceeding sales targets.
  • Proficiency in HubSpot software is a plus
  • Knowledge of industry regulations and compliance standards.

People are at the core of everything we do at Corrigan Krause. We welcome all people and are against all forms of discrimination.

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