regional director of business development resume example with 12+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
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Summary
I am a CERTIFIED FINANCIAL PLANNER™ with over 13 years of experience in financial services and private wealth management. I've held various sales and business development roles for early stage fintech start ups with a focus on driving platform adoption, cultivating strategic partnerships and client acquisition. A skilled communicator with a track record of consistently exceeding expectations and achieving targets.
Skills
Prospecting and cold outreach
B2B Sales
Fintech Sales
Relationship Management
Business Planning
Territory and account management
Sales and market development
Performance goals
Sales leadership
Proficient in Salesforce, Bloomberg, MoneyGuidePro, Right Capital, WealthBox, Google Workspace, Microsoft Office, Hubspot, Risakalyze, Tableau, Slack, Zendesk
Fluent in Mandarin
Experience
Regional Director of Business Development, 05/2021 to 04/2023 Consulate Health Care – Baton Rouge, LA,
Responsible for business development and marketing to new prospective RIAs and independent advisors within the pacific northwest market.
Introduce prospective advisors to Altruist's digital custodial solutions, platform features and capabilities to drive adoption of new technology.
Lead new advisors seamlessly through the full sales cycle from qualification through close and onboarding.
Provide direction, support and expertise in all areas of the transition experience to meet firm commitments and timelines.
Partner with internal teams to address feature gaps and help prioritize product roadmap decisions.
Successfully transitioned over 30 new advisory firms and brought in over $90MM in net new assets within the first 6 months.
Responsible for identifying new client opportunities and overseeing the onboarding process for prospective clients to the Facet Wealth platform.
Educate new clients on Facet Wealth's services, and recommend appropriate planning solutions and strategies.
Collaborate closely with the planning team to develop, design and implement comprehensive financial plans for new and existing clients.
Generated over $350,000 in revenue for the team and exceeded sales targets by 20% each quarter. My production ranked 4th out of 50 relationship managers on the team.
Implemented various marketing and brand positioning tools to shorten the sales cycle while deepening client relationships. Improved new client conversion across the team by 10%.
Director of Business Development, 06/2018 to 05/2020 Global Partners Lp – North Scituate, RI,
Managed new client acquisitions, designed product trainings for new lenders and implemented marketing and sale strategies for the business development team.
Effectively managed the current deal pipeline and executed sale strategies to achieve monthly, quarterly and annual sales targets.
Drove negotiation terms related to loan purchases, deal structures, and pricing to ensure all loans conformed with PeerStreet guidelines and criteria.
Performed marketplace due diligence, valuation reviews, credit and risk analysis, and assisted in underwriting efforts for residential and commercial real estate financing transactions.
Investment Professional, 01/2012 to 10/2017 Citigroup Inc. – Melville, NY,
Served as a part of an integrated investment team for the Private Bank covering high and ultra-high net worth individuals, families, corporate executives and entrepreneurs with a net worth of $20MM+.
Worked closely with senior investment specialists to conduct investment reviews, determine proper holistic asset allocations and portfolio construction for existing and prospective clients, and contributed to over $6MM in new assets under management YTD.
Responsible for the management of 20 clients relationships within team's broader client base; lead client performance reviews, market updates, and discussed investment strategies and implementation vehicles.
Spearheaded both team and client building events, business development activities and initiatives.
Expertise in trading equities, options, fixed income, currencies, foreign securities, IPO's and various other asset classes.
Investment Associate, 10/2009 to 12/2011 Investors Capital Corporation Broker-Dealer – City, STATE,
Formulated and implemented investment and financial planning advice to generate new streams of revenue, raising over $2MM in assets under management.
Maintained new and existing client portfolios and provided value-added strategic advice to satisfy client needs based upon their individual investment objectives.
Performed fundamental due diligence and analysis on structured products, fixed income, equities, mutual funds and various other investment products.
Education and Training
Certified Financial Planner: Finance, Expected in 12/2020 to Kaplan College For Financial Planning - , GPA:
Bachelor of Science: Finance, Expected in 05/2010 to St John's University; The Peter J. Tobin School Of Business - New York, NY, GPA:
Finance
Certifications
CERTIFIED FINANCIAL PLANNER™
Series 7- General Registered Securities Representative
Series 66- The Uniform Combined State Law Examination
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Resume Overview
School Attended
Kaplan College For Financial Planning
St John's University; The Peter J. Tobin School Of Business