Associate Vice President, Business Development Greater Phoenix, AZ Area
About the Role
Greater Phoenix, AZ Area (Hybrid)(Phoenix, Arizona)
The Company is seeking an Associate Vice President for Business Development. The successful candidate will be tasked with driving growth and success within a specified region, with a focus on representing the company within a key referral channel. This role demands a high level of initiative, organization, and personal accountability, as the AVP will be responsible for developing and executing a go-to-market strategy, building and nurturing strategic B2B relationships, and maintaining a strong presence to generate new business. The ideal candidate should be highly entrepreneurial, proactive, and self-directed, with a proven track record in business development and sales, particularly within the wealth management sector. Proficiency in financial services, including a strong background in discussing investments and financial markets with clients, is essential. Applicants for the Associate Vice President position at the company should hold a Bachelor's degree and have at least 5 years of experience in financial services, with a preference for those with a background in the Schwab and Fidelity referral channels. The role requires the ability to manage multiple priorities, work independently, and collaborate effectively across different functions. The candidate must be based in the Phoenix, AZ area and be prepared for regular local travel. Key qualifications include exceptional communication and presentation skills, a client-centric attitude, and the ability to work with a high degree of versatility and flexibility. The AVP will be expected to own the full sales cycle, from lead generation to closing business, and to continuously refine their business development approach based on market intelligence and relationship insights.
Functions:
- Business Development
Compensation
USD $200,000-$250,000 (salary) per year
About the Company
Large partnership of independent wealth management firms
Industry
Financial Services
Type
Privately Held, VC-backed
Age
employees
5001-10,000
Funding
$26m-$50m