Mariner Holdings

  • Business Development Officer

    Job Location(s) US-OK-Tulsa
    Posted Date 1 month ago(1 month ago)
    Entity
    MWAHC - Mariner Wealth Advisors Holding Company
    # of Openings
    1
    Category
    Wealth Management
    Job Closing Date
    8/20/2018
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm.  Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.  Simply put, we exist to be advocates.  We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.

     

    We are seeking high functioning and energetic candidates for a full-time Business Development position for the Tulsa, OK area. The Business Developer is responsible for generating new business opportunities to support revenue and profitable growth.  The candidate we seek will meet the following requirements:

    Responsibilities

    • Develop and maintain a high-level understanding of solutions, products and services
    • Participate at a leadership level with key community organizations and seek opportunities to generate positive public awareness
    • Leverage community relations and development centers of influence to generate leads and facilitate introductions
    • Keep abreast of current trends and new business development opportunities
    • Support market growth and achievement of revenue and profitability goals
    • Profile and understand prospective client needs and match those requirements to Mariner’s offerings
    • Manage a healthy sales pipeline
    • Ensure effective and complete communication to prospective clients
    • Engage and communicate prospective client needs to Mariner’s wealth advisory and partner firms
    • Represent and communicate various investment strategies and solutions to prospective clients
    • Generate new business opportunities through prospecting, lead generation and closed sales
    • Collaborate with appropriate business leaders to conduct joint sales calls, prepare proposals /presentations and consult on pricing

    Qualifications

    • Bachelor’s degree in business or other related field from an accredited college or university
    • 5+ years’ experience in the financial services industry
    • Proven success selling to new and existing clients
    • Experience working with individuals at all levels of an organization, specifically with executive-level decision-makers
    • Series 65 license preferred or ability to obtain
    • Demonstrated knowledge and facilitation of sales cycle / process
    • Working knowledge of MS Office Suite
    • Problem solving, negotiation and persuasive communication skills
    • Effective written communication skills with ability to adapt to different audiences
    • Effective oral communication skills with ability to address individuals and groups in formal and informal settings
    • Ability to build and maintain professional relationships with clients, prospective clients, internal and community contacts

     

    We welcome your interest in being a part of the Mariner Wealth Advisors team.   We offer our associates an innovative and challenging place to work with camaraderie and teamwork.  We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.

     

    EOE/M/F/D/V

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