Director, Business Development - Financial In

DIRECTOR, BUSINESS DEVELOPMENT – FINANCIAL INSTITUTIONS

Job Summary

Are you a proven business development professional with a successful track record of building executive relationships, opening doors, and consistently closing new business? Investments & Wealth Institute is seeking a results-driven sales leader who thrives on developing strategic partnerships, uncovering new opportunities, and exceeding revenue goals. The ideal candidate brings established relationships across the wealth management industry, including experience working with private banks, trust companies, and bank broker-dealers. If you're motivated by winning new business, cultivating long-term client relationships, and making a measurable impact, we'd love to hear from you.

The Director, Business Development – Financial Institutions, is responsible for driving new revenue growth by developing strategic relationships with senior decision-makers across the wealth management industry with certification, education, and training needs, with a primary focus on the Bank channel (private banks, trust companies, bank broker-dealers). This role represents business development efforts for the Institute's certifications, education, enterprise learning solutions, sponsorships, and Foundation initiatives, securing new business opportunities, expanding engagement with the Institute's offerings, and cultivating long-term strategic partnerships.

This role contributes to the Institute's strategic and financial objectives by achieving individual and team revenue goals.

Key Responsibilities

• Develop and execute business development strategies to generate new revenue and expand the Institute's presence across the wealth management industry, with a primary focus on private banks, trust companies, and bank broker-dealers.
• Consistently prospect, cultivate, and pursue new business opportunities ("new logos") across all Institute product lines through proactive outreach and timely follow-up.
• Conduct strategic account planning, prepare and deliver compelling presentations, engage senior decision-makers, recommend tailored solutions, and close new business opportunities.
• Develop and execute strategies to identify, present, and secure group and private opportunities for the Institute's certification, education, enterprise learning, and sponsorship offerings.
• Assess the certification, education, and professional development needs of prospective organizations, build relationships with key decision-makers, and position the Institute's solutions to meet their objectives.
• Build and maintain executive-level relationships with key decision-makers while developing and managing a robust pipeline of strategic business opportunities that drive long-term growth.
• Develop and maintain a thorough understanding of the Institute's certifications, education programs, enterprise learning solutions, sponsorship offerings, and value proposition to effectively position solutions that meet client needs.
• Leverage the Institute's business systems and technologies, including HubSpot, Fonteva, and Docebo, to effectively manage opportunities, maintain accurate sales activities, and support business growth.
• Monitor industry trends, emerging client needs, and competitive developments to identify new market opportunities and enhance the Institute's value proposition.
• Represent the Institute at industry conferences, client meetings, and other business development events, with regular travel required, including participation in Denver-based meetings and activities as needed.
• Partner effectively with internal stakeholders to deliver exceptional client experiences and achieve individual and team revenue objectives.
• Perform other duties as assigned.

Education and Experience

Required

• Bachelor's degree or equivalent combination of education and experience.
• Minimum of five years of professional business development or sales experience, preferably within the Bank channel, with established relationships across private banks, trust companies, or bank broker-dealers.
• Financial services industry experience.
• Demonstrated success developing new business opportunities, building executive-level relationships, and achieving revenue goals.

Preferred

• CIMA®, CPWA®, or RMA® designation.

Skills and Abilities

• Proven success in business-to-business (B2B) consultative sales and relationship management.
• Strong executive presence with exceptional relationship-building, collaboration, presentation, negotiation, and communication skills.
• Demonstrated ability to strategically prioritize business development opportunities, prospects, and key accounts to maximize revenue growth.
• Proven ability to develop and manage a robust sales pipeline while driving new business opportunities.
• Results-oriented with a demonstrated ability to achieve revenue goals and business objectives.
• Self-motivated with strong organizational, time management, and follow-through skills.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and CRM platforms, including HubSpot; experience with Fonteva and Docebo is a plus.
• Ability to travel up to 50%.

Physical Requirements

• Ability to travel up to 50%, including overnight travel, to meet with clients, attend conferences, and represent the Institute at business events.
• Ability to work in a remote or office environment using standard office equipment, including a computer and telephone.
• Ability to occasionally lift and transport materials weighing up to 25 pounds, such as presentation materials, marketing collateral, or trade show displays.

Benefits

Investments & Wealth Institute offers a comprehensive benefits package designed to support the health, well-being, and financial security of our employees. Benefits include medical, dental, and vision insurance, a 401(k) retirement plan with employer match, paid time off, paid holidays, life and disability insurance, flexible spending accounts, employee assistance resources, and professional development opportunities. Eligibility is subject to plan terms and employment status.

Equal Opportunity Employer

Investments & Wealth Institute is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law.