Shire Jobs

Director of Relationship DevelopmentJob Summary: The Director of Relationship Development will be responsible for planning, coordinating, and the execution of a comprehensive relationship development plan designed to meet the Firm’s goals and objectives focused on client acquisition and revenue growth. Working in conjunction with the Executive Management Team, the Advisors and the Marketing team, the Director will develop sales initiatives and techniques needed to support new relationship development, including identifying and developing market segmentations, marketing channels and partnerships with Centers of Influence. The Director will be responsible for managing and overseeing the Firm’s relationship development process. Working in conjunction with the Executive Management Team, the Relationship Development Team, the Advisors, and the Marketing Team; the Director will be responsible for ensuring that the relationship development process promotes the Firm’s commitment to ethics and values at the highest levels, our commitment to our fiduciary duty in fulfilling our obligation to act in the best interest of our clients, our competitive position as a leader in the industry, and the value proposition provided by our services and capabilities.The Director will manage and oversee the activities of the Relationship Development Team to ensure that the Team’s approach is consistent with the Firm’s ethics and values, that their activities are aligned with the Firm’s sales metrics, and that they are able to meet the Firm’s new business development goals, which are focused on client acquisition and revenue growth. The Director will be responsible for reviewing and monitoring all lead generation activities to ensure that the Team is using a relationship-based approach that involves developing ongoing, meaningful relationships with individuals and external business partners. The Director will monitor and review the new leads generated and as needed will assign leads provided by the Firm to each Relationship Developer. In addition, the Director will be responsible for personally contributing to the relationship development activities by creating networks and generating new leads.Job Requirements:Must have strong values and be committed to the highest level of ethics and integrity. Must have an excellent academic record; four-year college degree required, a graduate or advanced degree is strongly preferred. Professional Designation as a Certified Financial Planner (CFP) and/or as a Chartered Financial Analyst (CFA) would be beneficial. Must have 10+ years of experience as a leader and manager of a Sales, Business Development, or Relationship Development Team is required; experience in the Wealth Management or Financial Services industry is strongly preferred. Must have demonstrated the ability to have effectively lead and manage a group of sales, business development and/or relationship development professionals. Must be able to effectively work collaboratively with other departments and coordinate all service and support to meet the business development needs of the firm. Must be able to develop training and development plans and deliver training to individuals and/or groups of people effectively. Must have strong interpersonal skills and the ability to effective communicate verbally and in writing with internal and external constituents. It is very important that the successful candidate be highly organized, strong attention to detail, goal-oriented, and have demonstrated the ability to create and maintain detailed records. Strong technical skills with the ability to use informational systems, databases, and desktop applications effectively.Perks & Benefits:The successful candidate will have the opportunity to have long-lasting and visible impact on prospective clients’ lives. The Firm’s high client retention rate demonstrates our commitment to ethics and values at the highest levels, our commitment to our fiduciary duty in fulfilling our obligation to act in the best interest of our clients, our competitive position as a leader in the industry, and the value proposition provided by our services and capabilities. We provide an opportunity to be a part of the firm as we grow and expand to meet the current and future needs of our clients. You will work for an organization that is strongly committed to ethics and values, offers a warm and welcoming environment, work flexibility, and is supportive of training, professional development, and continuing education, as is demonstrated by our team’s long term careers with the Firm. In this role you will have the opportunity to work with a group of talented and very experienced Marketing and Client Service professionals, with strong professional networks. The Firm will provide technical resources to support remote work when needed and is approved by the manager. We offer comprehensive dental and health care benefits, life insurance, a 401K Plan, and an SEP-IRA Plan. The Firm provides access to all JGUA portfolio management, financial planning, and income tax services for you and your family. We have regular company outings. Community Involvement is encouraged and supported.Projected Hiring Range:Annualized Salary:$100,000 - $125,000New Client Incentive: JGUA provides Incentive Compensation to the Individual directly responsible and credited for new accounts that retain JGUA. The gross amount of the sign up bonus for our Relationship Development Team is currently 15% (fifteen percent) of the revenue received for the first year’s services provided to the Client by JGUA. Director’s Incentive: JGUA provides Incentive Compensation to the Director of Relationship Development for effective recruitment, training, coaching and leadership of the Relationship Development team. The results of these efforts should be evidenced by Net New Business results. If in a calendar/performance year, a Relationship Development Representative meets or exceeds two percent (2%) equivalent of Five Million Dollars ($5,000,000) of net new business (or $100,000.00 of new client revenue), the Director of Relationship Development will qualify for an additional incentive of Five Percent (5%) of the revenue received for the first year’s services provided to the Client by JGUAJob Description:To view the full job description go to https://jgua.com/directorrelationshipdevelopmentAbout Us:John G. Ullman & Associates is a wealth management firm committed to bringing human connection, attention to detail and trust to every aspect of financial planning. For over 40 years, we have helped clients plan for a lifetime of financial security, creating highly customized financial plans to manage, grow, and protect our client’s wealth. Our team has grown to include a diverse group of expert financial planners, tax professionals, investment researchers, legal professionals and support staff in three separate New York State Locations; including our headquarters located in Big Flats, NY; and branch offices located in Corning, NY and Rhinebeck, NY.To Apply:If you are interested in applying please e-mail a letter of interest and resume to Stephany Achterberg at achterbergs@jgua.com. Please indicate you are applying for the Director of Relationship Developer position and use reference code JGUA-DirRelDev.

Minimum Salary: 100,000 Maximum Salary: 125,000 Salary Unit: Yearly