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Essential Duties and Responsibilities

+ Assists in the management of others and provides training in developing relationships with financial advisors.

+ Assists in identifying all opportunities to sell and promote trust and charitable services provided by RJ Trust and RJ Charitable within a sales territory and communicate those opportunities to Management.

+ Develops and executes business development strategies.

+ Leads a team with defined goals to initiate outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information.

+ Conducts virtual presentations and occasional in-person events with prospective and new financial advisors.

+ Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; interviewing and selecting staff.

+ Coaches and mentors associates, identifies training needs and approves development plans.

+ Interprets, applies, documents and recommends changes to organizational policies and procedures.

+ Establishes objectives and develops processes and procedures to ensure efficient and timely work flow.

+ Solicits feedback on team performance, addresses areas of opportunity with staff, and follows up with clients as needed; identifies trends and implements corrective action as necessary.

+ Performs other duties and responsibilities as assigned.

Knowledge of

+ Concepts, practices and procedures of business development in a financial services environment.

+ Investment concepts, practices and procedures used in the securities industry.

+ Principles of estate planning, charitable planning, trust administration and finance and securities industry operations.

+ Financial markets and products.

Skill in

+ Sourcing and developing sales prospects.

+ Developing business development strategies.

+ Gathering and compiling information and data.

+ Initiating sales calls and responding to inquiries and turning them into sales opportunities.

+ Establishing and maintaining databases.

+ Preparing and delivering written and oral presentations.

+ Operating standard office equipment and using required software applications.

Ability to

+ Train, coach, mentor and lead the work of others.

+ Partner with other functional areas to accomplish objectives.

+ Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.

+ Gather information, identify linkages and trends and apply findings to assignments.

+ Research, interpret, analyze and apply information about investment advisor organizations.

+ Manage multiple tasks with changing priorities to meet deadlines and sales goals in a fast paced environment.

+ Communicate effectively, both orally and in writing.

+ Work independently as well as collaboratively within a team environment.

+ Lead others in providing a high level of customer service

+ Establish and maintain effective working relationships at all organizational levels.

+ Maintain currency in investment advisor and financial planner services and products.