区域机构业务发展经理
Regional Institutional Business Development Manager
Cetera Financial Institutions (CFI) 正在寻找一位高素质的区域机构发展经理加入我们不断壮大的组织。区域机构发展经理将负责在其指定区域内与金融机构建立并维护关系，同时推广 CFI 的产品和服务组合。
成功的候选人还需具备在业务拓展前与金融机构及实时营销技术相关的工作经验。与更广泛的新兴业务开发团队和市场部门合作，该专业技能将用于高效地识别、解决并激活合适的潜在金融机构和顾问。
你将负责：
- 通过招募高质量的金融机构客户和基于金融机构的顾问来扩展现有客户基础
- 与组织内外的高管管理团队合作，推动大量金融机构和顾问无缝融入公司文化
- 能够理解并有效推广金融机构的加盟模式（双员工、托管、独立）以及销售资源部署
- 达成 EBITDA、MOIC、资产实现、市场份额及其他关键财务绩效目标
- 参与影响销售团队的学习和发展计划，并乐于接受持续发展的机会
- 参与行业活动和会议，代表 Cetera 的价值主张，并在这些活动中发言
- 负责设定所在地区的销售方向，制定推广公司产品和服务的策略，并执行日常销售工作
- 工作要求：约 40% 的差旅
你将具备：
- 8 年以上金融机构渠道招聘和业务拓展经验
- 强大的沟通和演示能力，能够影响各层级的利益相关者
- 对未来市场趋势有高度敏感性，并能预测新的业务拓展机会
- 能在快节奏、独立的环境中工作，同时与内部和外部合作伙伴保持高度协作
- 熟悉营销分析和营销技术
- 具备数据库营销、营销度量和商业智能的实战经验
- 对金融机构有深入了解
查看英文原文
Cetera Financial Institutions (CFI) is seeking a highly qualified Regional Institutional Development Manager to join our growing organization. The Regional Institutional Development Manager will be responsible for developing and maintaining relationships with financial institutions within their assigned territory while promoting CFI’s product and services suite.
The successful candidate will also have demonstrated experience with financial institutions and real-time marketing technologies in advance of business development. Partnering with the broader New Business Development Team and Marketing department, this expertise will be utilized to efficiently identify, address, and activate the right prospective financial institutions and advisors.
What you will do:
- Expand the existing client base by recruiting high quality financial institutions’ clients and FI based advisors
- Partner with executive management teams both within and outside the organization to drive a seamless integration of large group (population) of Financial Institutions and advisors into the firm’s culture.
- Ability to understand and effectively promote Financial Institution affiliation models (Dual Employee, Managed, Independent) and sales resource deployment
- Meet assigned targets for EBITDA, MOIC, Asset Realization, market share, and other key financial performance objectives.
- Participate in learning and development initiatives impacting the sales organization and open to continuous development opportunities.
- Participate in industry events and conferences, representing Cetera value proposition as well as speak at such events.
- Responsible for setting sales directions in the territory, developing strategies to market the firm’s products and services and executing day to day sales initiatives.
- Travel Requirements: ~40%
What you will have:
- 8+ years’ experience in financial institution channel recruitment and business development
- Strong communication and presentation skills, with the ability to influence stakeholders at all levels.
- High affinity towards future market trends and the ability to forecast new business development opportunities.
- Ability to work in fast-paced, independent environments while remaining highly integrated with internal and external partners.
- Familiarity with marketing analytics and marketing technology.
- Current experience in database marketing, marketing measurement and business intelligence.
- Strong Financial Institution network. Ability to cultivate and maintain long-term relationships.
- Ability to influence external and internal stakeholders
- Articulate, confident, driven professional with the ability to work with like-minded professionals in a results oriented, fast-paced and growing environment.
- Demonstrated initiative and ability to work effectively in a team-based environment and with both internal and external stakeholders; influence/negotiation skills and relationship management capabilities a must.
- Self-motivator, problem-solver with excellent communication and demonstrated ability to oversee multiple projects simultaneously, both independently and in a team environment.
- Strong ability to present well personally and professionally to senior management.
What is nice to have:
- Bachelor’s Degree
- FINRA Licenses including Series 7; 66; SIE
The salary range for this role is $125,000-$170,000, plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations.
Originally posted on Himalayas