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Head of New Business Development

Confidential

Head of New Business Development

About the Company

Growing registered investment advisory and retirement plan consulting firm

Industry
Financial Services

Type
Privately Held

About the Role

The Company is in search of a Head of New Business Development to spearhead strategic growth initiatives within its retirement plan advisory and wealth management platforms. The successful candidate will be tasked with leading business development efforts to acquire new employer-sponsored retirement plans, expanding assets under management, and recruiting established financial advisors with existing books of business. This executive-level role demands an individual with a strong entrepreneurial spirit, an established industry network, and a proven track record in generating new business. Responsibilities include managing the retirement plan sales process, communicating the firm's fiduciary advisory capabilities, and collaborating with executive leadership on advisor recruitment strategies. Applicants for the Head of New Business Development position at the company should have a minimum of 5 years' of business development experience in the RIA, retirement plan advisory, institutional investment management, or related financial services industry. A strong understanding of the independent RIA landscape, wealth management platforms, and advisor transition processes is essential. The role requires a candidate with a working knowledge of qualified retirement plans, including 401(k) plans, and ERISA fiduciary frameworks. The ideal candidate will have a proven ability to operate independently, build relationships, and execute growth strategies, as well as strong executive presence, communication, negotiation, and relationship-building skills. An entrepreneurial mindset and previous experience in an executive leadership or senior business development role are preferred.

Functions

  • Business Development
Confidential
Vacancy posted 1 day ago
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