Description

JOB OVERVIEW:

Dynasty Financial Partners is seeking a seasoned and dynamic senior salesperson to serve as Business Development Officer (BDO) in the western region. This highly visible role will be directly responsible for driving new growth for the organization. The BDO will be responsible for recruiting, developing, and closing new business opportunities, forging strategic partnerships, and cultivating relationships with key stakeholders.

The ideal candidate will have a history of relevant business development experience with a proven track record of creating shareholder value and driving revenue growth. Strong awareness of, and experience in, financial services including knowledge of the various wealth management channels and specifically Registered Independent Advisor industry is required. This role requires a strategic thinker who can articulate Dynasty's value proposition to potential clients and act as a trusted advisor. The BDO will collaborate closely with cross-functional teams to achieve revenue and market share targets, aligning with Dynasty Financial Partners' values, offerings, and pricing strategies to successfully close new business.

Reporting to a Regional Director, this role will be primarily responsible for recruiting new clients but will also be responsible for supporting existing client relationships as part of the regional team. Frequent travel to support sales activities is expected, including regular visits to company headquarters and other industry and company events.

RESPONSIBILITIES:

Set Regional Business Development Strategy: Develop and execute business development strategies to achieve the organization's goals and objectives. Identify new market opportunities, assess market trends, and work with Sales Operations to formulate and execute plans to expand the business and drive revenue growth.
Meet Production Targets: Annual production targets will be set by Sales Leadership at the start of each year and must be consistently met.
Lead Generation and Prospecting: Proactively identify and source new business opportunities by leveraging industry knowledge, market research, and networking. Utilize a variety of channels; COI channels, recruiting, cold calling, industry events, existing industry relationships, and professional social and digital media platforms to generate leads. Develop and implement innovative strategies to attract and engage potential clients.
Relationship Building: Build and maintain strong relationships with clients, partners, industry associations, and other stakeholders. Foster long-term partnerships and collaborations that drive business growth, enhance brand reputation, and create value for all parties involved.
Proposal Development and Negotiation: Prepare, present, and negotiate compelling proposals, pitches, and presentations to prospective clients. Lead contract negotiations and commercial discussions to secure new business deals and partnerships. Ensure agreements align with the organization's goals and objectives.
Be a Dynasty Ambassador: Act as the voice of Dynasty in the local region by attending conferences, networking groups, industry events, and actively engaging on social platforms. Be prepared to effectively serve as a spokesperson for the Company on industry-related topics.
Professional Conduct: At all times act with a high degree of professionalism and integrity. Maintain books and records, adhere to internal policies and procedures, deliver high quality work product, and respect, support and foster collaborative relationships with colleagues.

Requirements

QUALIFICATIONS

Bachelor’s Degree in Business Administration, Finance, or related field. Master’s Degree Preferred.
Proven experience in business development, sales, or a related field, with a track record of driving revenue growth and achieving business targets.
Strong strategic thinking and analytical skills, with the ability to identify and evaluate new business opportunities.
Excellent negotiation skills, with the ability to build rapport, influence decision-makers, and close deals.
Strong communication skills (both oral and written) and interpersonal skills.
Strong organizational and time management skills are needed to maintain a healthy pipeline, prioritize workload, handle multiple tasks, and meet deadlines.
Detail oriented, able to work independently and effective at completing projects/tasks on time and on budget.

BENEFITS

Health Insurance
Dental insurance
Vision insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.