Business Development Director

3 weeks ago

Florham Park, New Jersey, United States Glenmede Full time
Job Description

Glenmede is seeking a highly motivated and experienced Business Development Director to build sales opportunities and help expand our clientele in the relevant metro market.

We deliver white glove trust and wealth management services to high net worth and ultra high net worth individuals and institutions.

The position will have significant level of authority and responsibility over the local sales and marketing efforts, and is expected to be a leader in the firm.

Key Responsibilities
  • Facilitate new business for Glenmede through business development and prospecting.
  • Meaningfully contribute to the growth of new revenues by developing new business referrals and closing new opportunities measured against annual sales revenue targets.
  • Generate leads and build a robust sales pipeline from direct prospecting efforts, referrals from personal network, intermediaries, referrals from Glenmede colleagues and Centers of Influence (COI).
  • Partner with other sales leaders, annually develop a sales plan which includes prospecting and local & regional marketing strategies to achieve pre-determined sales goals.
  • Manage and utilize the CRM to update and maintain prospect data and maintain the sales pipeline.
  • Build a valued personal and corporate profile and brand awareness in the community.
  • Develop a network of referral sources and centers of influence with the goal of introducing new business, enhancing technical knowledge, and promoting the Glenmede brand.
  • Identify areas to build strategic relationships, and create and facilitate forums such as promotional events, seminars and meetings to develop new alliances and formal networks.
  • Oversee various marketing campaigns, facilitate client and COI invitations, and aid in expanding the Glenmede network and penetration.
Requirements
  • Bachelor's degree required.
  • 10+ years of progressive wealth or investment management business development experience.
  • Ability to self-source client leads and a broad referral network and contacts in the metro area are essential.
  • Demonstrated understanding of financial planning, wealth management, investment management and conducting needs analysis conversations with prospects.
  • Strong business development and sales planning skills.
  • Ability to use customer relationship management systems.
  • A heavy local travel schedule is expected, including evening and weekend events. Travel to out of state locations for company-wide events or prospects and clients is expected up to 10%.

Glenmede is an equal opportunity employer and welcomes applications from diverse candidates. We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please.

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