Director, Business Development - NWPS (AZ, UT, NM, CO)
Company: Raymond James Financial Services
Posted on: November 19, 2023
Under general direction with a high level of autonomy, uses
extensive knowledge and skills obtained through education and
experience, to create new and manage existing relationships with
retirement plan specialist, Registered Investment Advisors,
financial advisors/brokers and agents to generate required
production/sales revenue from service offerings throughout a given
territory. Leads projects, programs or processes with significant
business impact involving cross-functional teams. Develops tactical
plans and completes complex assignments with substantial latitude
for unreviewed actions or decisions. Provides comprehensive
solutions to complex problems or needs. End results are evaluated
for achieving goals and objectives. Extensive contact with external
clients is required to sell service offerings and generate revenue
for the company.
The Director, Business Development will cover the Arizona, Utah,
New Mexico and Colorado territory.
Essential Duties and Responsibilities:
Responsible for building and maintaining relationships with
financial advisors to generate revenue within a specific
Assists with educating financial advisors on the benefits of
offered services for their clients through individual or group
meetings presentations, including branch visits, seminars, and
Assists with developing and implementing business plans for the
territory to deliver on sales goals.
Presents sales activities at weekly meetings.
Maintains activity logs and or databases to create and maintain
financial advisor profile levels and data on current and proposed
Manages expense account within allotted budget.
Performs other duties and responsibilities as assigned.
- Fundamental concepts, principles and practices of the company
sponsored retirement plan industry.
Identifying the needs of customers through effective questioning
and listening techniques.
Organize, manage, and track multiple detailed tasks and assignments
with frequently changing priorities in a fast-paced work
Preparing and delivering clear, convincing, and professional sales
presentations to small and large audiences.
Problem solving sufficient to effectively analyze, research and
resolve inquiries and issues in a timely manner.
Analyzing business processes and identifying process improvement
Operating standard office equipment and using required software
application to produce correspondence, reports, electronic
communication, and spreadsheets.
Represent the company in a highly professional manner.
Organize, prioritize, and manage tasks and projects to complete
Use appropriate interpersonal styles and communicate effectively
and professionally, both orally and in writing, with all
organizational levels to accomplish objectives and convince others
to accept ideas or goals.
Develop and maintain effective working relationships with team
members, internal partners, and external parties.
Assimilate and prioritize strategies into operational
Work independently as well as collaboratively within a team
Establish clear directions and priorities.
Educational/Previous Experience Requirements:
Bachelor's Degree (B.A.) in Finance or related field and a minimum
two (2) years of experience in the financial services industry.
Five (5) years of experience in the retirement plan services
industry in strongly preferred.
- Any equivalent combination of experience, education, and/or
training approved by Human Resources.
$110,000 - $140,000 base salary, eligible for quarterly
Competitive Benefits Package
_For more information about Raymond James & Associates (RJA) and
Northwest Plan Services (NWPS), please visit:
Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc.
and its wholly-owned subsidiaries doing business as NWPS and
Northwest Plan Services provide retirement plan administration
services, recordkeeping, consulting, actuarial, compliance and
participant services. Based in Seattle, Washington, NWPS provides
high-quality service to benefit plan sponsors, participants and
advisors and is committed to serving its clients. NWPS has over
1,100 clients nation-wide with over 417,000 plan participants and
over $44 billion of assets under administration.
About Raymond James:
Founded in 1962 and a public company since 1983, Raymond James
Financial, Inc. is a Florida-based diversified holding company
providing financial services to individuals, corporations and
municipalities through its subsidiary companies engaged primarily
in investment and financial planning, in addition to capital
markets and asset management. The firm's stock is traded on the New
York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James
Financial has approximately 8,600 financial advisors throughout the
United States, Canada and overseas. Total client assets are $1.22
Raymond James has been recognized nationally for its community
support and corporate philanthropy. The company has been ranked as
one of the best in the country in customer service, as a great
place to work and as a national leader in support of the arts.
Job: Business Development
Primary Location: US-CO-Denver-Denver
Other Locations: US-Utah, US-AZ-Scottsdale-Scottsdale, US-New
Mexico, US-Colorado, US-NM-Albuquerque-Albuquerque, US-Arizona
Job Shift Day Job
Travel Yes, 75 % of the Time
Req ID: 2303815
Keywords: Raymond James Financial Services, Denver , Director, Business Development - NWPS (AZ, UT, NM, CO), Executive , Denver, Colorado
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