Business Development Manager
Apply NowCompany: Capital Advisors
Location: Houston, TX 77084
Description:
We endeavor to make a positive difference in people's lives by helping them achieve meaningful lifetime goals through investment management. We inspire peace of mind through a transparent and repeatable investment process and frequent communication. Founded in 1978, Capital Advisors provides wealth management and financial planning services to individuals and institutions. Our company is an employee-owned SEC Registered Investment Advisor with over $6 Billion in assets under management.
Transparency | Collaboration | Integrity | Commitment | Initiative | Innovation
Investment Advisor - Business Development Manager Position and Company Highlights:
Salary: competitive base salary and bonus potential based on experience and performance
Location: Houston, Texas in office #LI-onsite
Schedule 8:00 AM - 4:30 PM Monday - Thursday, 8:00 AM - 3:15 PM Friday
Benefits: Annual bonus program, up to 6 weeks PTO, 90% employer paid medical insurance, 401k match 100% vested available first day, ESOP available first day, employer paid 2x annual salary life insurance
Purpose of Investment Advisor - Business Development Manager:
The Business Development Manager has direct responsibilities for business development, managing relationships with custodian financial consultants, penetrating call centers, wholesaling, closing business with new clients, and opening new opportunities and partnerships for business. The Business Development Manager maintains close relationships with Relationship Wealth Advisors that are the primary relationship managers after the business is closed. They may manage relationships with key clients, prospects and partners. They may also help and have input with firm wide initiatives and strategic goals.
Principal Accountabilities of the Investment Advisor - Business Development Manager:
Business Development:
Requirements for the Investment Advisor - Business Development Manager:
Dimensions of Position of the Investment Advisor - Business Development Manager:
Persons in this position are dedicated to building, maintaining, and supporting client relationships as well as relationships with strategic partners and coworkers. Position must be willing to collaborate and always work with the highest level of integrity and transparency.
Transparency | Collaboration | Integrity | Commitment | Initiative | Innovation
Investment Advisor - Business Development Manager Position and Company Highlights:
Salary: competitive base salary and bonus potential based on experience and performance
Location: Houston, Texas in office #LI-onsite
Schedule 8:00 AM - 4:30 PM Monday - Thursday, 8:00 AM - 3:15 PM Friday
Benefits: Annual bonus program, up to 6 weeks PTO, 90% employer paid medical insurance, 401k match 100% vested available first day, ESOP available first day, employer paid 2x annual salary life insurance
Purpose of Investment Advisor - Business Development Manager:
The Business Development Manager has direct responsibilities for business development, managing relationships with custodian financial consultants, penetrating call centers, wholesaling, closing business with new clients, and opening new opportunities and partnerships for business. The Business Development Manager maintains close relationships with Relationship Wealth Advisors that are the primary relationship managers after the business is closed. They may manage relationships with key clients, prospects and partners. They may also help and have input with firm wide initiatives and strategic goals.
Principal Accountabilities of the Investment Advisor - Business Development Manager:
Business Development:
- Develop new business
- Track and report the acquisition of net new assets and client transition
- Grow our network of strategic partners
- Implement the marketing objectives of the firm
- Produce and present presentations for client and prospect events
- Work with Regional Director and Director of Client Service Operations on firm marketing and client service initiatives
Requirements for the Investment Advisor - Business Development Manager:
- Bachelor's Degree (required)
- FINRA license - Series 65/66 OR other industry designation (CFP, CFA, etc) (required)
- 10 years experience (preferred)
- Experience with Schwab and Fidelity referral programs (highly preferred)
- Other relationships in the Houston community (highly preferred)
Dimensions of Position of the Investment Advisor - Business Development Manager:
Persons in this position are dedicated to building, maintaining, and supporting client relationships as well as relationships with strategic partners and coworkers. Position must be willing to collaborate and always work with the highest level of integrity and transparency.