Business development through networking and direct marketing with prospective clients; Maintaining relationships with local advisors and business owners; Overseeing the creation of marketing materials for your clients.
Develop and enhance key solutions that align with industry trends and leverage the capabilities and experience of the organization; develop short-and long-term vision and strategic plans for Service Line that aligns with business unit and corporate goals.
Develop and implement a sales plan to distribute the IO product in assigned territory with an emphasis on the Top Professional Retirement Plan Advisors at Wirehouse, Planner, RIA and mid-tier consultants.
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$35K to $35K -Seattle, WA
The Managing Director (MD) is responsible for sourcing deal flow (sellers of middle market companies) from private equity firms and business owners by building relationships nationally and networking. The MD will utilize our proprietary Sniper Process to build those relationships and present it as a better alternative to the standard auction process.
Works closely with the Ultra High Net Worth banking team to deliver credit management, deposit management, foreign exchange, and balance sheet management for all client relationships within the market.