Business Development Officer — Southeast
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 officerfinancial serviceswealth managementregistered independent advisor industryremotesoutheast regiondynasty financial partnersclient recruitmentstrategic partnershipsfrequent 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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Listing ID: 02cf5b10-4cf9-4ca7-aeba-34c62b3f9c3b