Job Summary
A company is looking for an Associate Director, Advisor Partnerships.
Key Responsibilities
- Develop and manage strategic partnerships with financial advisors and investment professionals
- Proactively reach out to advisors to drive new business and meet sales goals
- Track and analyze key performance indicators to build or grow advisor partnerships
Required Qualifications
- Bachelor's degree in business, marketing, or a related field
- 5 or more years of experience in business development or relationship management
- Experience in the financial services industry, such as investments or banking
- Intermediate MS Office knowledge and experience
- Salesforce or equivalent CRM experience preferred
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