For 40 years, John G. Ullman & Associates (JGUA) has helped clients plan for a lifetime of financialsecurity, creating highly customized financial plans to manage, grow, and protect the wealth of its clients. Headquartered in Corning, NY, JGUA is searching for an experienced individual to manage the return on investment for all business development activities. This individual will support the firm's strategic goals and objectives through leading the strategies of specific business development goals. With a commitment to Extraordinary Standards of Ethics and Values, the Director of Business Development will be an integral part of the growth of JGUA for years to come.
Responsible for the strategic and functional management of the all business development activities of the Firm. The Director will be responsible for planning, coordinating, and the execution of a comprehensive business development plan designed to meet the Firm's goals and objectives focused on client acquisition and revenue growth.
Working in conjunction with the President, Advisors and the Marketing team, the Director will develop business development programs and the techniques needed to support new business development, including identifying and developing market segmentations, channels and partnerships with Centers of Influence.
The Director will be responsible for generating leads using a relationship-based approach that will involve developing ongoing, meaningful relationships with external business partners, as well as current and prospective clients, to promote the Firm's competitive position as a leader in the Industry, the value proposition provided by our services and capabilities, and the strong commitment to our values and ethics. The Director will work in conjunction with the President, Advisors and the Marketing team to convert leads into new client accounts.
Specific Responsibilities include but are not limited to:
Business Development Programs
Monitoring and Reporting
Professional Training and Development
Bachelor's Degree from an accredited college or university, MBA preferred.
Minimum 7 years of experience in business development and leadership, preferably in financial services/service industry. CFP, CFA beneficial.
Proven track-record of success in developing and executing integrated business development and marketing campaigns and driving business development and revenue growth via lead generation.
Creative strategic thinker and tactical implementer; innovative self-starter; resourceful and flexible; able to adjust to changing priorities; analytical with the ability to offer new ideas that drive and improve results.
Superior interpersonal, communication, and negotiation skills; enthusiastic and self-motivated; able to motivate others to achieve results
Strong written skills; demonstrated ability to write compelling and persuasive materials that drive difference making results.
Experience leading and mentoring a team as well as serving in a senior leadership capacity.
Steadfast ethics and values.
Search led by Jill Knittel, President at JK Executive Strategies, LLC.