Janney Montgomery Scott LLC

Business Development Consultant

Janney Montgomery Scott LLC$120K — $140K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • 5+ years in wealth management or financial services with advisor-facing sales experience.
  • Proven ability to influence advisors and drive action without direct authority.
  • Understanding of wealth management growth strategies, including acquisition and planning.
  • Strong relationship management with quick trust-building capabilities.
  • Organized, self-directed, and results-focused with the ability to manage multiple relationships.
  • Comfortable using data and CRM tools like Salesforce.

Responsibilities

  • Travel regularly within the assigned region to collaborate with advisors and branch leaders.
  • Build and maintain trusted relationships as the primary contact for advisor growth.
  • Identify high-value opportunities by reviewing advisor books and setting actionable growth goals.
  • Execute core growth initiatives, including quick wins in client segmentation and opportunity management.
  • Drive growth opportunities from identification to execution, engaging specialists when necessary.
  • Connect advisors with appropriate firm resources to support their growth strategies.
  • Follow up with advisors and hold them accountable to ensure plan momentum.
  • Utilize opportunity reports and analytics to strategically target advisors with the highest potential.
  • Provide advisor feedback to inform organizational programs and best practices.

Benefits

  • Paid Parental Leave
  • Generous Paid Time Off
  • Eligibility for a $2,000 referral bonus
  • Professional Development Assistance Plan
  • Comprehensive health, dental, and medical coverage
  • Disability income protection and life insurance
  • 401(k) participation
Full Job Description
The Business Development Consultant is the field-based front door to the Business Development Group, responsible for helping advisors in their region identify their greatest growth opportunities and driving those opportunities through to execution. Based in the region and traveling frequently to branches, the Business Development Consultant builds trusted relationships with advisors and branch leaders and serves as their primary point of contact and quarterback for growth.

This role owns the advisor relationship from initial engagement through the execution of growth initiatives - diagnosing opportunities, shaping a practical growth plan, personally executing core growth work, and coordinating the right firm resources and specialists when deeper expertise is needed. The Business Development Consultant partners closely with Revenue Operations, the specialist coaches, Regional Directors, and branch management to turn opportunity into measurable growth.

What you are good at:
  • Building Relationships: drive organic growth, holistic advice centered around financial planning, increase practice efficiency through technology, as well as support teaming and succession strategies
  • Organization: Strong organization skills and ability to effectively coordinate training sessions, roundtables, events, onboarding recruits, and supporting advisors through teaming & succession transitions
  • Educating: You enjoy educating and helping others learn new things to achieve success
  • Team Oriented: Consultants work closely with the Regional Business Development Coach, Regional Manager and subject matter experts in their territory to deliver a team-based approach to servicing the field


Responsibilities:

  • Live in the assigned region and travel frequently to branches to work directly with advisors and branch leaders on driving growth outcomes.
  • Build trusted, ongoing relationships across the region and serve as the advisor's primary point of contact and quarterback for growth.
  • Review advisor books, surface the highest-value opportunities, and help advisors set growth goals and build a clear, actionable plan.
  • Own and execute core growth work end to end - including on-site quick wins such as client segmentation, pricing discussions, and opportunity entry in Salesforce when appropriate.
  • Personally drive opportunities from identification through execution and conversion, engaging specialists only when depth or specialized work is required.
  • Route advisors to the right firm resources and coordinate end-to-end support and growth strategies across the organization.
  • Serve as the ongoing relationship owner - following up, holding advisors accountable to commitments, and keeping momentum on the plan.
  • Maintain a working knowledge of the firm's growth programs, planning, advisory, and technology resources, and connect advisors to the appropriate partner or specialist.
  • Use opportunity reports, book reviews, and analytics from Revenue Operations to proactively target the advisors and branches with the greatest potential.
  • Represent the voice of the advisor back to the organization, informing programs, tools, and best practices.


What you have:

  • Bachelor's degree required.
  • Five or more years of experience in wealth management, financial services, or a related field, with exposure to advisor-facing sales, business development, or practice growth.
  • Demonstrated ability to influence and sell - building credibility with advisors and moving them to action without direct authority.
  • Working knowledge of the wealth management business, including growth levers such as new-household acquisition, existing-household growth, advisory, and financial planning.
  • Strong relationship-management skills and the ability to build trust quickly across branches and regions.
  • Willingness and ability to live in the assigned region and travel frequently to branches.
  • Organized, self-directed, and results-oriented, with the ability to manage many advisor relationships and opportunities at once.
  • Comfort with data, CRM tools (e.g., Salesforce), and translating analytics into practical advisor action.
  • Series 7 and 66 (or equivalent) preferred, or ability to obtain within 6 months.


Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The base salary range for this position will be $120,000- $140,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

About Janney Montgomery Scott LLC

Janney Montgomery Scott LLC is a full-service financial services firm that provides investment banking and brokerage services to individual and institutional investors. The company offers a range of services including wealth management, investment advisory, corporate finance, and fixed income trading. Janney Montgomery Scott LLC was founded in 1832 and is headquartered in Philadelphia, Pennsylvania. The company has over 1,800 employees and operates in over 100 locations across the United States.
Learn more about Janney Montgomery Scott LLC
Size
1,800 employees
Industry
Founded
1832

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