Director, Business Development Job at Raymond James

Director, Business Development

Raymond James

Location:
United States

Category:
Sales

Contract Type:
Not provided

Salary:

100000.00 - 140000.00 USD / Year

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Job Description:

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell service offerings and generate revenue for the company. The Director, Business Development will cover the West Coast Territory to include California, Nevada, Oregon, Idaho, Washington, and Alaska. While this is a remote position, it is a requirement that the Director, Business Development live in the territory.

Job Responsibility:

Create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory
Lead projects, programs or processes with significant business impact involving cross-functional teams
Develop tactical plans and complete complex assignments with substantial latitude for unreviewed actions or decisions
Provide comprehensive solutions to complex problems or needs
Build and maintain relationships with financial advisors to generate revenue within a specific territory
Identify, qualify and engage with retirement plan specialist advisors in territory
Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory
Assist with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows
Develop and implement business plans for the territory to deliver on sales goals
Present sales activities at weekly meetings
Maintain activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity
Achieve territory sales goals
Manage expense account within allotted budget

Requirements:

Bachelor’s: Business Administration, Bachelor’s: Marketing
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Knowledge of fundamental concepts, principles and practices of the company sponsored retirement plan industry
Skill in identifying the needs of plan sponsors through effective questioning and listening techniques
Skill in supporting advisors in efforts to grow their business
Skill in organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Skill in preparing and delivering clear, convincing, and professional sales presentations to small and large audiences
Skill in problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner
Skill in analyzing business processes and identifying process improvement opportunities
Skill in operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
Ability to represent the company in a highly professional manner
Ability to organize, prioritize, and manage tasks and projects to complete work efficiently
Ability to use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals
Ability to develop and maintain effective working relationships with team members, internal partners, and external parties
Ability to assimilate and prioritize strategies into operational guidelines
Ability to work independently as well as collaboratively within a team environment
Ability to establish clear directions and priorities

Additional Information:

Job Posted:
March 10, 2026

Employment Type:

Fulltime

Work Type:

Remote work

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