Description:
Hire Resolve is seeking a highly driven and experienced Strategic Business Development Executive on behalf of our client, a leading financial services company.This is an exciting opportunity for a dynamic individual to join a well-established firm, where the primary focus will be to drive business growth by enhancing the performance of top-tier financial advisors. The ideal candidate will be fluent in Afrikaans, play a pivotal role in developing and implementing strategic Value Creation Plans (VCPs), spearheading advisor recruitment efforts, and leveraging advanced technology platforms to maximize productivity and client engagement
Responsibilities
- Develop and execute tailored Value Creation Plans (VCPs) for top advisors, focused on business expansion and revenue growth.
- Collaborate with advisors to understand business goals, client base, and growth potential.
- Leverage advanced technology platforms to enhance advisor productivity, client engagement, and operational effectiveness.
- Conduct regular reviews of VCPs to ensure performance targets are met or exceeded.
- Provide ongoing reporting and actionable insights to advisors and management.
- Lead recruitment efforts targeting top-tier advisors aligned with growth objectives.
- Ensure seamless integration of new advisors through comprehensive onboarding programs, including technology training.
- Establish long-term growth strategies to enable new advisors to achieve their full potential within two years.
- Prioritize recruiting advisors who contribute significant business value.
- Equip advisors with cutting-edge platforms and analytics tools, including AI-driven insights and CRM systems.
- Oversee implementation and adoption of Wealth Connect, Marketplace platforms, and Connect systems to enhance service delivery.
- Track platform usage, recommend adjustments, and identify opportunities to optimize advisor and client outcomes.
- Act as a strategic partner to advisors, supporting the management of key client relationships.
- Develop retention strategies focused on client satisfaction, loyalty, and long-term business growth.
- Utilize technology to streamline client communication and relationship management, providing a seamless experience.
- Design recognition programs that reward advisors for achieving or exceeding targets.
- Develop customized incentive structures, such as profit-sharing models and long-term performance bonuses, to attract and retain top talent.
- Maintain strong relationships with internal and external stakeholders, ensuring strategic alignment and regulatory compliance.
- Collaborate with marketing and product development teams to support branding and visibility initiatives.
- Engage in networking events with industry leaders, high-net-worth individuals, and potential clients to foster business opportunities.
- Provide timely feedback to management on market trends, advisor performance, and product development opportunities.
Requirements
- Be Fluent in Afrikaans & English
- Bachelor’s degree in Finance, Business Administration, or related field.
- Postgraduate degree in management (advantageous).
- Postgraduate diploma in financial planning or Certified Financial Planner (CFP) qualification (advantageous).
- Regulatory Exam 1 (RE1) and Regulatory Exam 5 (RE5) certifications (advantageous).
- 15-20 years of relevant experience in financial services, focusing on business development, advisor management, and sales leadership.
- Proven track record in developing and implementing VCPs for top-performing advisors, driving revenue growth.
- Experience in strategic recruitment and talent management, with strong relationship-building skills.
Benefits
- Market-related salary
-
Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " Strategic Business Development Executive " as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
Requirements:
- Develop and execute tailored Value Creation Plans (VCPs) for top advisors, focused on business expansion and revenue growth.
- Collaborate with advisors to understand business goals, client base, and growth potential.
- Leverage advanced technology platforms to enhance advisor productivity, client engagement, and operational effectiveness.
- Conduct regular reviews of VCPs to ensure performance targets are met or exceeded.
- Provide ongoing reporting and actionable insights to advisors and management.
- Lead recruitment efforts targeting top-tier advisors aligned with growth objectives.
- Ensure seamless integration of new advisors through comprehensive onboarding programs, including technology training.
- Establish long-term growth strategies to enable new advisors to achieve their full potential within two years.
- Prioritize recruiting advisors who contribute significant business value.
- Equip advisors with cutting-edge platforms and analytics tools, including AI-driven insights and CRM systems.
- Oversee implementation and adoption of Wealth Connect, Marketplace platforms, and Connect systems to enhance service delivery.
- Track platform usage, recommend adjustments, and identify opportunities to optimize advisor and client outcomes.
- Act as a strategic partner to advisors, supporting the management of key client relationships.
- Develop retention strategies focused on client satisfaction, loyalty, and long-term business growth.
- Utilize technology to streamline client communication and relationship management, providing a seamless experience.
- Design recognition programs that reward advisors for achieving or exceeding targets.
- Develop customized incentive structures, such as profit-sharing models and long-term performance bonuses, to attract and retain top talent.
- Maintain strong relationships with internal and external stakeholders, ensuring strategic alignment and regulatory compliance.
- Collaborate with marketing and product development teams to support branding and visibility initiatives.
- Engage in networking events with industry leaders, high-net-worth individuals, and potential clients to foster business opportunities.
- Provide timely feedback to management on market trends, advisor performance, and product development opportunities.
- Be Fluent in Afrikaans & English
- Bachelor’s degree in Finance, Business Administration, or related field.
- Postgraduate degree in management (advantageous).
- Postgraduate diploma in financial planning or Certified Financial Planner (CFP) qualification (advantageous).
- Regulatory Exam 1 (RE1) and Regulatory Exam 5 (RE5) certifications (advantageous).
- 15-20 years of relevant experience in financial services, focusing on business development, advisor management, and sales leadership.
- Proven track record in developing and implementing VCPs for top-performing advisors, driving revenue growth.
- Experience in strategic recruitment and talent management, with strong relationship-building skills.
- Market-related salary
-
Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " Strategic Business Development Executive " as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " Strategic Business Development Executive " as your subject line when applying via email
20 Mar 2025;
from:
careers24.com