Managing Director - Business Development - Seattle, WA

Freestone is searching for qualified candidates to join our Team as a Managing Director – Business Development in Seattle, WA.  Successful candidates for this position will have a demonstrated track record of both educational and professional achievement, along with a passion and history for driving material business growth across a broad spectrum of growth channels.

Job Responsibilities

Strategy:

  • Work with the Management Team to articulate and evangelize Freestone’s vision and mission.

  • Build out a long-term strategy for sales – Process, Team Structure, Compensation, Objectives, etc.

  • Work with Management Team to refine short-term and long-term strategies to achieve growth targets (Go to market strategy, direct lead generation, prospect tracking & oversight, sales process, onboarding, financial planning, and service model).

  • Internally sell growth-focused initiatives throughout all markets and areas of the firm

  • Work with the COO and CFO to develop effective business metrics and reporting techniques to measure growth and manage related business development budgets.   

  • Communicate key growth and financial results at company meetings as needed

Sales & Business Development:

  • Oversee all aspects of the firm’s sales strategy and execution

  • Direct responsibility for all business development initiatives and resources.

  • Direct responsibility for all Emerging Advisors, including the development of individual and territory-specific business development plans

  • Schwab Advisor Network:  

    • Develop deep relationships with all leadership contacts (Branch Managers, Regional Support, National Leadership) to ensure relationships are running smoothly, Freestone’s differentiators are well-understood throughout the organization, and a consistent flow of new leads are generated.

    • Manage and change territory assignments to ensure continuous, connected coverage

    • Run internal quarterly SAN performance review meeting

    • Identify growth opportunities within SAN while closely adhering to Schwab guidelines

    • Manage and further develop processes for delivering financial planning and other services toward entrenching our relationship

  • Non-Schwab Channel Partners

    • Develop relationships with designated non-Schwab Channel Partners

    • Identify and develop new Channel Partner relationships in all core Freestone territories

    • Manage and change relationship assignments to ensure continuous, connected coverage

    • Run quarterly channel partner performance review meeting

  • Establish a referral culture throughout Freestone and its employees, including the creation and tracking of referral-related goals

  • Be active in the community in key areas that will drive additional business, raise Freestone visibility

Marketing:

  • Serve as part of the Marketing Committee to define strategy and approve specific initiatives to increase Freestone’s external brand awareness and generate leads

  • Work with the COO and Marketing Director to develop strategies and tactics to support sales, business development and other firm objectives; develops budgets to measure return on investment of initiatives (campaigns, client events, collateral material, etc.)

  • Review the content and delivery of our messaging to ensure consistency, accuracy, relevancy and impact 

  • Help to manage firm’s content delivery tools – web site, brochures, other deliverables

  • Ensure messaging is understood and consistently articulated company wide

  • Review Freestone events and events schedule to assure that they are having the desired impact across both prospect and client bases

Experience

  • Deep experience (10+ years) in the Financial Services industry, preferably in the Wealth Advisor space

  • Previous experience as a Head of Sales/Business Development preferred

  • Familiarity with all aspects of client advisory including investments, financial planning, estate planning, tax planning and insurance planning 

  • Experience driving and managing organizational change

  • Expertise building and managing groups that deliver growth

  • Proven record of earning and maintaining respect across business units and with colleagues at all levels

Core Competencies

  • Courage of conviction; ability to recognize the right thing for our clients and the firm and the strength to stand firm through dissent

  • Team oriented with clear management and mentoring skills

  • Strong and proactive work ethic; equally comfortable providing leadership/direction or diving into the details to get the job done

  • Entrepreneurial spirit and strong business sense

  • Poised and polished professional with exceptional oral and written communication skills

  • Strong collaboration skills

If you would like to be considered, please submit your resume to: HR@freestonecapital.com

For hardcopy resumes, please mail to:

Freestone Capital Management, LLC

Attn: Human Resources

701 5th Avenue, Suite 7400

Seattle, Washington 98104

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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