Business Development Director for Investment Services

1 week ago


South Bend, Indiana, United States Notre Dame Federal Credit Union Full time

About Us: Notre Dame Federal Credit Union, a national award-winning financial institution serving over 56,000 members worldwide, is committed to making great things happen for our members and partners by changing one life every day.

Job Description: As the Business Development Director for Investment Services, you will be responsible for leading the development and performance of Financial Consultant and Wealth Advisor activities. Your primary function will be to provide leadership towards achieving maximum profitability and growth of Mission Investment Services (MIS) in line with Notre Dame FCU's mission, vision, and values.

Responsibilities: This role entails implementing plans and strategies to expand the client base in applicable programs for advisors, sales assistants, and internal partners. You will also be responsible for improving business operations and efficiency by utilizing available tools, resources, and technology. Regular communication meetings will ensure client satisfaction through periodic assessments of service level responsiveness, training, and marketing.

Key Objectives: The top priority for this position is recruiting new advisors (branch or independent) and strategic acquisitions of books of business. You will maintain relationships with recruiting partners, proactively connect with prospects through LinkedIn and outbound phone calls, communicate opportunity and value proposition to prospective candidates, negotiate transitions with broker dealers, onboard new advisors, and provide program management support.

Requirements: To perform this job successfully, an individual must have five (5) or more years' experience in a financial services role, prior wealth management, private banking, investment advisor, or sales/client experience, and a bachelor's degree in Business or a related field. Strong computer skills, ability to learn in-house programs and tools quickly, time management and organizational skills, high degree of initiative, urgency, and accountability, excellent interpersonal communication skills are required.

Salary Range: $80,000 - $120,000 per year based on qualifications and experience.



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