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Market Business Development Specialist - Boston, MA

Department: Planning and Development, Branch Development Division – Boston, MA based position

Would you describe a gratifying career as helping increase performance and retention through training? Do you enjoy building relationships and collaborating with others in support of a market to attain sustainability? Have you been commended for your ability to engage and inspire others to drive for results? If so, the Market/Business Development Specialist could be the right career move for you! As a Market/Business Development Specialist you will assist in the acceleration and growth of our branches in the Boston metro-market, by partnering with individual Financial Advisors to develop strategies aligned with their purpose to exceed business objectives and support them as they build a sustainable business.
 
Key Responsibilities:


* Deliver training and serve as a consultant to Branch Teams in order to increase performance and retention of Financial Advisors in the market


* Accelerate the sustainability of a market through partnership with home office and regional leadership teams to build the capabilities of others by providing updates regarding trends and themes based on observations


* Develop strong relationships and collaborate with branch teams and key stakeholders to identify strengths, weaknesses, or other opportunities to support identified goals


* Work in partnership with Home Office areas supporting leadership team members to address needs and attain resources


* Develop self and team to increase contributions to the firm's vision by soliciting feedback from leaders, stakeholders and other associates

Position Requirements:


* Must live in the Boston metro market


* Series 7 license, Series 66 license within the first 8 to 10 weeks of hire with a two-time testing policy; a study calendar and study materials will be provided


* Bachelor’s degree OR equivalent work experience


* 3 to 5 years prior successful sales experience in the financial services industry with experience building a client base and converting prospects into clients using multiple client sourcing strategies (residential, business and social media) preferred


* Ability to train and motivate others leading to results


* Daily travel within the Boston metro market


* Excellent verbal and written communication, facilitation and organizational skills


* Ability to manage multiple priorities, coordinate numerous tasks and monitor own progress




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