Ivy Way Placements
Overview
Ivy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekers and employers. Our primary services include:
Talent Acquisition: Connecting highly skilled finance professionals with leading firms.
Career Coaching: Assisting candidates in navigating their career paths within the finance industry.
Client Consulting: Advising companies on best practices for recruitment and talent retention.
Wealth Management Guidance: Providing expertise in financial planning for both individual clients and corporate entities.
Job Description This is a remote position.
As a
Business Development Advisor , you will perform a wide array of tasks and be responsible for organic growth within the consulting department. Your primary responsibility is to leverage your existing Center of Influence (COI) network, cultivate the existing COI network, and develop new relationships with professionals to add to our current COI Professional network. Our vetted COI network is to deliver
Out Bound
Retail Client Referrals that match our COI's target audience and collect
In-Bound
introductions with meet CWA ideal retail prospect profiles (Found lead business owners + C-Level executives that have minimum Net Worth >10MM+ & Taxable Income > 1MM+ per annum). Our existing in-bound referrals come from these three campaigns:
Elite Advisor Collaboration Program "EACP" in-bound retail client referrals
COI in-bound & out-bound retail client referrals
Client in-bound retail client referrals
There is a calendar of events (in-person & via web) that we drive EACP + COI professionals to in continuing to educate our professional networks. CWA will continue to publish & present thought leadership on a variety of wealth management topics and stay top of mind with our professional audience. The development of new relationships will occur through attending conferences, COI professional introductions, client professional introductions, and industry professional events.
NO COLD CALLING . Additionally, you will utilize a CRM to manage and record updates for client generation to keep key stakeholders informed.
We are looking for a results-oriented and driven team player who thrives in an environment where they are constantly building relationships. This role requires you to be able to identify and qualify potential COIs and communicate Centura's Ideal Client and Value Proposition.
Roles and Responsibilities The key areas of responsibility include:
Possess and existing COI group that you can nurture per the above
Develop and execute on the team strategy to achieve annual growth goals for your team
Attend and participate in networking groups, conferences, and events to generate new COIs, and prospects
Maintain sufficient expertise to describe accurately comprehensive value proposition
Own and maintain team COI depth chart for critical referral partners
Prepare and manage marketing COI activities for team annually
Support initial engagement, introduction, and integration of clients to team and company for delivery of key value drivers
Participate in ongoing case work & learn process, strategy, and desired outcomes
Additional Success Factors
Continue to enhance COI generation process
Cross Team Marketing as it relates to Business Development efforts
Support and assist with corporate initiatives
Participate in team business planning process
Support ongoing client relationships
Requirements
Undergraduate degree is
required , preferably in Finance, Economics, or Business Administration
5+ years of financial services sales experience as an advisor or wholesaler or in a business development function,
required
Existing relationships with CPAs, Estate Attorneys, Tax Attorneys and other professionals that serve High-Net-Worth and Ultra-High-Net-Worth clients,
required
Proven track record of hitting sales quotas and achieving growth goals
CRP or equivalent professional certification, preferred
Software usage & proficiency
Microsoft Office: Excel, Outlook, Word, PowerPoint - Required
Salesforce or equivalent CRM skills - Required
Competitive Salary + Bonus
Long Term Incentive Compensation Plans based on eligibility
Paid Time Off
11 Paid Holidays
Fully stocked Kitchen (Breakfast, lunch, snacks, drinks)
Fun, Collaborative, Team Oriented environment
#J-18808-Ljbffr
Talent Acquisition: Connecting highly skilled finance professionals with leading firms.
Career Coaching: Assisting candidates in navigating their career paths within the finance industry.
Client Consulting: Advising companies on best practices for recruitment and talent retention.
Wealth Management Guidance: Providing expertise in financial planning for both individual clients and corporate entities.
Job Description This is a remote position.
As a
Business Development Advisor , you will perform a wide array of tasks and be responsible for organic growth within the consulting department. Your primary responsibility is to leverage your existing Center of Influence (COI) network, cultivate the existing COI network, and develop new relationships with professionals to add to our current COI Professional network. Our vetted COI network is to deliver
Out Bound
Retail Client Referrals that match our COI's target audience and collect
In-Bound
introductions with meet CWA ideal retail prospect profiles (Found lead business owners + C-Level executives that have minimum Net Worth >10MM+ & Taxable Income > 1MM+ per annum). Our existing in-bound referrals come from these three campaigns:
Elite Advisor Collaboration Program "EACP" in-bound retail client referrals
COI in-bound & out-bound retail client referrals
Client in-bound retail client referrals
There is a calendar of events (in-person & via web) that we drive EACP + COI professionals to in continuing to educate our professional networks. CWA will continue to publish & present thought leadership on a variety of wealth management topics and stay top of mind with our professional audience. The development of new relationships will occur through attending conferences, COI professional introductions, client professional introductions, and industry professional events.
NO COLD CALLING . Additionally, you will utilize a CRM to manage and record updates for client generation to keep key stakeholders informed.
We are looking for a results-oriented and driven team player who thrives in an environment where they are constantly building relationships. This role requires you to be able to identify and qualify potential COIs and communicate Centura's Ideal Client and Value Proposition.
Roles and Responsibilities The key areas of responsibility include:
Possess and existing COI group that you can nurture per the above
Develop and execute on the team strategy to achieve annual growth goals for your team
Attend and participate in networking groups, conferences, and events to generate new COIs, and prospects
Maintain sufficient expertise to describe accurately comprehensive value proposition
Own and maintain team COI depth chart for critical referral partners
Prepare and manage marketing COI activities for team annually
Support initial engagement, introduction, and integration of clients to team and company for delivery of key value drivers
Participate in ongoing case work & learn process, strategy, and desired outcomes
Additional Success Factors
Continue to enhance COI generation process
Cross Team Marketing as it relates to Business Development efforts
Support and assist with corporate initiatives
Participate in team business planning process
Support ongoing client relationships
Requirements
Undergraduate degree is
required , preferably in Finance, Economics, or Business Administration
5+ years of financial services sales experience as an advisor or wholesaler or in a business development function,
required
Existing relationships with CPAs, Estate Attorneys, Tax Attorneys and other professionals that serve High-Net-Worth and Ultra-High-Net-Worth clients,
required
Proven track record of hitting sales quotas and achieving growth goals
CRP or equivalent professional certification, preferred
Software usage & proficiency
Microsoft Office: Excel, Outlook, Word, PowerPoint - Required
Salesforce or equivalent CRM skills - Required
Competitive Salary + Bonus
Long Term Incentive Compensation Plans based on eligibility
Paid Time Off
11 Paid Holidays
Fully stocked Kitchen (Breakfast, lunch, snacks, drinks)
Fun, Collaborative, Team Oriented environment
#J-18808-Ljbffr