Business Growth Strategy Senior Manager

About the Role

Key Responsibilities

• Manage and develop a Business Growth Strategy team working on developmental strategies for the business within a complex market segment to ensure segment specific growth and achievement of financial objectives
• Negotiate and influence executive management of various sales channels to provide focus or additional product or sales training to meet market or segment objectives
• Identify new or emerging channels, as well as resources and intermediaries
• Develop integrated strategies and programs, executing customer research, and develop execution plans and channel marketing support plans to ensure prompt and effective servicing and processing of new business
• Determine appropriate strategy and actions of Business Growth Strategy functional area team to attain specific business growth and financial objectives
• Accomplish Business Growth Strategy tasks through managers and consultants
• Collaborate and consult with Business Growth Strategy peers, colleagues, consultants, and managers to monitor development of strategic initiatives for business development
• Manage allocation of people and financial resources for Business Growth Strategy
• Develop and guide a culture of talent development to meet business objectives and strategy

Requirements

• 6+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, or education
• 3+ years of management or leadership experience

Nice to Have

• 4+ years of experience in recruiting, business development, or strategic partnerships-ideally within the financial services or wealth management industry
• Proven track record of successfully managing external recruiting partners or third-party vendors
• Strong understanding of the advisor recruiting lifecycle, including lead sourcing, qualification, and onboarding
• Experience supporting or managing national recruiting initiatives and referral programs
• Ability to craft and deliver compelling messaging around advisor value propositions
• Strong relationship management, communication, and negotiation skills
• Familiarity with CRM tools and lead tracking/reporting systems
• FINRA Series 7, 66, and 24 licenses preferred (or ability to obtain within a specified timeframe)
• Ability to thrive in a fast-paced, matrixed environment and collaborate across multiple business functions

Qualifications

• No specific formal educational qualifications specified in the description

Benefits & Perks

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement