Business Development Advisor

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 would include leveraging your existing Center of Influence (COI) network, cultivating existing COI network and developing 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 comes 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 professional 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 functions, 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

Benefits

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