Manager of Business Development & Marketing
Company: NAPFA Consumer Group
Location: Pleasanton
Posted on: May 17, 2023
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Job Description:
Manager of Business Development & Marketing Available: 3/9/2023
Company: Sierra Pacific Financial Advisors, LLC Contact: Janet Wan
7077 Koll Center Pkwy #120 Pleasanton, CA 94556 Phone: 9252238868 A
fast-growing SEC registered investment advisory (RIA) firm in
Pleasanton, CA is seeking to add an experienced business
development manager to join our dynamic team. The firm provides
comprehensive wealth management services to small business owners
and professionals with equity compensations. The ideal candidate
will explore opportunities, and execute a highly sophisticated,
multi-dimensional marketing process to build relationships with the
targeted clientele. The manager shall be equally proficient with
day- to- day marketing activities and long-term strategies to
maintain existing clients' relations.Responsibilities:--- Follow up
leads from multidimensional process to schedule an initial
financial consultation with primary advisors--- Network with Center
of Influence and professional organizations to establish client
referral channels--- Conduct outreach activities to promote the
company's awareness in the community--- Organize client' events to
enhance relations with existing clients--- Establish positioning,
identify target clientele, and develop marketing plans with
specific objectives across different channels and segments--- Lead
the execution of marketing programs from start to finish,
leveraging internal support and driving collaboration--- Maintain
CRM software and explore opportunities to improve business closing
ratio--- Utilize internal resources to define social media
marketing strategies, engage conversations, and covert potential
prospects into clientsQualifications:--- Demonstrated strong Sales,
Presentation, Negotiation and Closing skills--- A self-starter who
can work independently, with minimal supervision and have the
ability to take initiative and create solutions--- Excellent verbal
and written communication skills--- Strong time management skills,
organized, efficient, reliable, & eager to learn--- Highly
Motivated and willingness to take extra miles to close deals---
High level of proficiency in Microsoft Office applications (Word,
Excel, Outlook, PowerPoint)--- Minimum three (3) year business
development & marketing experience in financial sale/services
industry.--- College degree with Business Administration, Finance
or Marketing is requiredCompensation: competitive base salary plus
revenue sharing payoutBenefits: 401k & profit-sharing plan, health
care and dental planInterested candidates please send resume with a
cover letter to info@sierrapfa.comThe perfect career or internship
is just a click away, give it a try!
Keywords: NAPFA Consumer Group, Pleasanton , Manager of Business Development & Marketing, Executive , Pleasanton, California
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