Business Development Consultant - Innovative Wealth Solutions Leader

Business Development Consultant - Innovative Wealth Solutions Leader

Business Development Consultant - We are seeking a driven professional to connect with financial advisors and introduce them to a suite of wealth management resources designed to accelerate business growth. This high-visibility role is ideal for sales professionals who excel at turning first meetings into long-term partnerships, blending consultative selling with the ability to influence advisor success. You’ll focus on building relationships with new advisors, demonstrating how innovative solutions can strengthen their practices and help them deliver better outcomes for their clients.

Responsibilities

• Engage prospective financial advisors by showcasing how integrated platforms, investment solutions, and client engagement tools can support their growth goals.
• Deliver insightful, consultative guidance on product features, portfolio strategies, and performance metrics.
• Design and deliver compelling presentations that highlight the unique value of available offerings at advisor-focused events.
• Conduct proactive outreach to prospective advisors through targeted campaigns, lead lists, and cold calling while building and maintaining a healthy sales pipeline.
• Collaborate with regional sales teams to ensure smooth onboarding and long-term success of newly acquired advisors.
• Travel up to 30% to meet with clients, attend industry events, and represent the platform within your territory.

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Why This Role Matters

In this role, you’ll do more than just sell—you’ll help financial advisors transform their businesses and deliver exceptional value to their clients. You’ll join a mission-driven team where collaboration, innovation, and excellence are at the core. Your ideas will be heard, your impact will be recognized, and your work will directly shape the success of both advisors and their clients. If you’re passionate about growth, relationship-building, and making a meaningful difference in the financial services industry, this is the opportunity to take your career to the next level.

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