Director of Business Strategy

Job description

POSITION SUMMARY: Directors of Business Strategy provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development, implementation, and management of the team’s overall business strategy. DUTIES and RESPONSIBILITIES: - Cultivating relationships with business partners and colleagues internally and externally - Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience - Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups - Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consul...