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Business Development Officer — Southeast

Dynasty Financial Partners, LLC · Remote · Business Development Team

Employment type

Full-time

Work setting

Remote

Location

Remote

Schedule

Day shift

Posted

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Job overview

The Business Development Officer — Southeast role is remote, with travel expected for client meetings, company headquarters visits, and industry or company events. Compensation is not specified. Dynasty Financial Partners’ business development team recruits new clients and supports existing client relationships. The officer develops regional growth strategies, sources prospects, builds partnerships, negotiates proposals and agreements, and works with cross-functional teams toward revenue and market-share targets. The role also represents Dynasty at regional industry events and in professional networks.

What you'll do

  • Develop and execute business development strategies
  • identify market opportunities
  • generate leads through networking, referrals, events, and other listed channels
  • build client and partner relationships
  • prepare and negotiate proposals and contracts
  • represent Dynasty at industry events
  • maintain professional records and collaborate with colleagues.

What we're looking for

Skills & competencies
business development officer
financial services
wealth management
registered independent advisor industry
remote
southeast region
dynasty financial partners
client recruitment
strategic partnerships
frequent travel
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Health, dental, and vision insurance
  • 401(k) and matching
  • paid time off
  • FSA/HSA plans
  • disability benefits
  • voluntary and basic life insurance.

Why this role

Remote position with frequent travel expected; financial-services experience, including wealth-management channels and the Registered Independent Advisor industry, is required.

About the employer

Dynasty Financial Partners, LLC is hiring for this role. Industry: Miscellaneous Financial Investment Activities. Sector: 52.

Additional details

Industry sector
52
Industry
Miscellaneous Financial Investment Activities
Occupation code
11-2021.00
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