Business Development Advisor

October 16, 2024

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Ivy Way Partners

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Ivy Way Partners is a dedicated wealth management consulting firm, specializing in the recruitment of top-tier professionals for over 80 private and public wealth management firms. Founded by Stefanie Isaksen, a passionate advisor with a unique personal journey, the firm emphasizes the importance of financial literacy and personalized services. Ivy Way Partners strives to connect elite talent with opportunities in the wealth management sector, ensuring that the right individuals are placed in roles critical to client trust and business success.

Wealth Management • Finance • Executive Placements • Banking • Compliance

2 - 10 employees

Founded 2024

💸 Finance

🎯 Recruitment

📋 Description

• This is a remote position. • As a Business Development Advisor, you will perform a wide array of tasks and be responsible for organic growth within the consulting department. • Your primary responsibility would include leveraging your existing Center of Influence (COI) network, cultivating existing COI network and developing new relationships with professionals to add to our current COI Professional network. • Our vetted COI network is to deliver Out Bound Retail Client Referrals that match our COI's target audience and collect In-Bound introductions with meet CWA ideal retail prospect profiles (Found lead business owners + C-Level executives that have minimum Net Worth >10MM+ & Taxable Income > 1MM+ per annum). • Our existing in-bound referrals comes from these three campaigns: Elite Advisor Collaboration Program "EACP" in-bound retail client referrals COI in-bound & out-bound retail client referrals Client in-bound retail client referrals. • There is a calendar of events (in-person & via web) that we drive EACP + COI professional to in continuing to educate our professional networks CWA will continue to publish & present thought leadership on a variety of wealth management topics and stay top of mind with our professional audience. • The development of new relationships will occur through attending conferences, COI professional introductions, client professional introductions, and industry professional events (NO COLD CALLING). • Additionally, you will utilize a CRM to manage and record updates for client generation to keep key stakeholders informed.

🎯 Requirements

• Undergraduate degree is required, preferably in Finance, Economics, or Business Administration • 5+ years of financial services sales experience as an advisor or wholesaler or in a business development functions, required • Existing relationships with CPAs, Estate Attorneys, Tax Attorneys and other professionals that serve High-Net-Worth and Ultra-High-Net-Worth clients, required • Proven track record of hitting sales quotas and achieving growth goals • CRP or equivalent professional certification, preferred • Software usage & proficiency Microsoft Office: Excel, Outlook, Word, PowerPoint - Required • Salesforce or equivalent CRM skills - Required

🏖️ Benefits

• Competitive Salary + Bonus • Long Term Incentive Compensation Plans based on eligibility • Paid Time Off • 11 Paid Holidays • Fully stocked Kitchen (Breakfast, lunch, snacks, drinks) • Fun, Collaborative, Team Oriented environment