Director of Business Strategy

Director Of Business Strategy

Directors of Business Strategy provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams who is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development, implementation, and management of the team's overall business strategy.

Duties and Responsibilities

Cultivating relationships with business partners and colleagues internally and externally

Supporting the FA / PWA / team in cultivating and enhancing new and existing client relationships through an exceptional client experience

Plays a leadership role in assisting the FA / PWA / team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups

Assisting the FA / PWA / team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Market Management

At the direction of the client and / or FA / PWA / team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients

At the request of FA / PWA / team, participating in existing client and / or prospective client meetings, representing the service lens

Focusing with the FA / PWA / team and other business partners to optimize business practice efficiencies

May allocate work among a team of Support Professionals

Education, Experience, Knowledge, and Skills

Education and / or Experience

10+ years of experience in a field relevant to the position required

Advanced degree or professional certification or prior industry experience required

Active Series 7 (GS) and Series 66 (AG / RA) or Series 63 (AG) and Series 65 (RA) required

If required, obtain, and maintain CFP or CFA designation

Additional product licenses may be required Knowledge / Skills

Strong leadership skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Technically proficient and quick learner of new and updated platforms

Detail oriented with superior organizational skills and ability to prioritize

Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications

Exceptional writing, interpersonal and client service skills

Strong time management skills

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Adaptable and ability to multi-task

Goal oriented, self-motivated and results driven

Reports to

Market Business Service Officer and / or Business Service Officer