Business Development Consultant

Job description

About The Role: The PWM Business Development team, comprised of regional consultants (BDCs), associates (BDAs) and PWM Growth Strategy Consultant is an established group with a mission to grow revenues and improve profitability by acting as an internal ‘management consultant’ and ‘practice management coach’ to Market Director, Branch Leaders, and Financial Advisor Practices. This Business Development group plays a leadership role in our regionally aligned Wealth Center – a team of functional experts that come together to elevate the business outcomes and client experience by partnering with our Financial Advisor Practices. In addition to coaching and consulting our branch network, the business development team is instrumental in building and partnering across the PWM platform on strategic initiatives. The Business Development Consultants (BDC) play an important role to support PWM’s strategic and growth initiatives. Partnering with the Business Development team to drive consistency, engagement, and business outcomes across our branch network and with our internal Wealth Center and Wealth Solutions Group teams. The Impact You'll Make: As a consultant and partner to branch and market...