Business Development Director

4 weeks ago


Philadelphia, Pennsylvania, United States Glenmede Full time
Overview

Glenmede is seeking a highly motivated and experienced Business Development Director to build sales opportunities and help expand our clientele in the Philadelphia metro market. As a key member of our team, you will be responsible for identifying, developing, and deepening prospect relationships to thoroughly understand the prospect's situation, utilize that knowledge to develop tailored wealth and investment management strategies, and shepherd opportunities to closed new business hitting annual new business goals.

Responsibilities

Facilitate new business for Glenmede in the area
Identify, develop, and deepen prospect relationships
Develop tailored wealth and investment management strategies
Shepherd opportunities to closed new business

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

Preferred Qualifications

Ability to be a self-starter with solid organizational skills and process
Strong business development and sales planning skills
Advanced degree or professional certifications preferred
Proven decision-making and analytical skills
Strong listening, communication, and relationship management skills
Ability to use customer relationship management systems
Excellent presentation, verbal, and written communication skills

Other

A heavy local travel schedule is expected in and around Philadelphia and the surrounding communities, including evening and weekend events. Travel to out of state locations for company-wide events or prospects and clients is expected up to 10%.

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