COMPANY
Since 1960, Partners Financial Group (PFG) has evolved into a powerful national financial services company, alongside its Registered Investment Advisor, Vicus Capital, with over 150 PFG associates, including financial advisors, insurance experts, and CPA’s. Based in State College, Pennsylvania, our experienced staff provides extensive support services to PFG and Vicus Capital's network of independent professionals. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees. Our employees are entrusted to take ownership of their work and serve a key role in cultivating innovation to move our firm forward. Our once small office of 8 employees has grown to over 40 hardworking, dedicated employees who embrace our family environment and team approach to conducting business. We are growing fast and looking for smart, forward-thinking problem solvers to join our world-class team!
SUMMARY
The Director of Business Development & Growth is part of the Business Development team and reports to the Vice President of Business Development. This role is responsible for growing our market share through two fronts: recruitment of financial advisors (FAs) and pursuit of acquisition opportunities of established firms.
Candidates with a proven track record of cold calling and leveraging centers of influence will be considered for the opportunity of working remotely.
KEY RESPONSIBILITIES
- Demonstrate a deep understanding of our firm’s value proposition, business model, investment philosophy, product offerings, and company culture
- Clearly articulate and pursue our firm’s growth objectives and recruiting and acquisition practices
- Develop and implement a proactive outreach strategy to target our ideal prospect pool
- Identify and build relationships - in person and virtually - to attract and recruit FAs as well as firms looking to either sell their business or identify a succession plan for their clients
- Create and effectively manage a pipeline of prospects in a CRM database
- Interview firm acquisition prospects to determine fit for our business model
- Interview prospective FAs to assess their needs and design a strategy to exceed their expectations
- Engage prospects throughout the recruitment and/or acquisition process to maintain and develop the relationship, streamlining the process to closing
- Maintain regular and ongoing communication with the Operations and Sales teams to ensure a smooth onboarding process
POSITION REQUIREMENTS
- Bachelor’s degree
- Minimum of 2 years experience in recruiting/sales/cold calling with a proven track record of success
- Minimum of 5 years experience in wealth management or financial services industry, preferred
- Resiliency and confidence, required; Drive to initiate interactions with prospects
- Exceptional attention to detail
- Ability to develop efficient and effective processes to manage multiple priorities in a high-volume, fast-paced, goal-driven sales environment
BENEFITS
This career opportunity is a full-time salaried position with incentive compensation. A comprehensive benefits package is provided which includes Health Insurance, Dental and Vision Insurance, Group Life Insurance, Short- term Disability Insurance, and 401k plan with safe harbor employer contribution.
INTERVIEW PROCESS
- 1st Round - Zoom Video Conference [30 min]
- 2nd Round - Zoom Video Conference [60 min]
- Kolbe & CraftMetrics Assessments
- 3rd Round - Zoom Video Conference or In-Person [60 min]
APPLICANTS ARE STRONLY ENCOURAGED TO SUBMIT A COVER LETTER WITH RESUME
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Supplemental pay types:
Experience:
- Business development: 2 years (Preferred)
- Sales: 2 years (Preferred)
Work Location: Remote