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Director, Business Development - NWPS (AZ, UT, NM, CO)

Company: Raymond James Financial Services
Location: Denver
Posted on: November 19, 2023

Job Description:

Job Summary:
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 territory.

  • 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 conferences/trade shows.

  • 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 sales activity.

  • Manages expense account within allotted budget.

  • Performs other duties and responsibilities as assigned.

    Knowledge of:

    • Fundamental concepts, principles and practices of the company sponsored retirement plan industry.

      Skill in:

      • 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 environment.

      • 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 opportunities.

      • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

        Ability to:

        • Represent the company in a highly professional manner.

        • Organize, prioritize, and manage tasks and projects to complete work efficiently.

        • 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 guidelines.

        • Work independently as well as collaboratively within a team environment.

        • 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.


              • None


                • $110,000 - $140,000 base salary, eligible for quarterly incentives

                • Competitive Benefits Package

                  _For more information about Raymond James & Associates (RJA) and Northwest Plan Services (NWPS), please visit:
                  About NWPS:
                  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 trillion.
                  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
                  Organization NWPS
                  Schedule Full-time
                  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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