Business Development Specialist

Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative Planning is a leading retirement plan advisor to employers and employees nationwide providing fiduciary consulting, investment advice, compliance support, and employee financial education. The Business Development Specialist provides direct support to 2-3 Managing Directors in the design and execution of sales strategy to grow the MDs Retirement qualified and non-qualified book of business. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. JOB DUTIES Effectively partner with Retirement Services Managing Directors to initiate and close new business opportunities Serve as a subject-matter expert for qualified and non-qualified retirement plans; expertise includes plan governance, compliance, administration, investments, design, and employee education Leverage verbal and written communication to develop sales and key client materials Assist in development and execution of business plan to achieve MD growth objectives Developing and maintaining strong and trusted relationships among key strategic partners Coordinate preparation of RFP responses and proposals Develop, organize and assist in the delivery of marketing collateral, seminars, presentations and events Leverage Salesforce and web-based tools to manage pipeline and generate reports Maintain a thorough knowledge of industry and products available in the market Analyze complex data, interpret, and communicate findings Assist with new client on-boarding process and transition to service team Develop relationships with Centers of Influence in the marketplace Operate as an effective team member with both internal and external teams Other special projects, as assigned EXPERIENCE / QUALIFICATIONS Applicable B.A. or B.S. from an accredited university Advanced working knowledge of the retirement industry 5+ years of experience preferred Applicable securities licensing (Series 63/65 or 66) Experience in marketing and servicing employer sponsored retirement plans Strategic self-starter with high degrees of resourcefulness, drive, and personal achievement High degree of comfort learning and adapting to new technology / software Organizational and time management skills required Work in a collaborative team environment with ability to delegate tasks effectively Intermediate to Advanced MS Office user (Excel, Word, Power Point) Experience using LinkedIn and other business-focused social media platforms for marketing purposes Ability to compile, analyze, and interpret financial information and data to facilitate decision making Successful use of professional, tactful negotiation and persuasion skills to achieve objectives Personal presence to interface with top management of other businesses, representing Creative Planning in the highest professional manner #J-18808-Ljbffr