... business development goals. Key responsibilities include leading the Client Management Process and ... the Client Process Management Process within the client team to identify new business development ...

... business development goals. Key responsibilities include leading the Client Management Process and ... the Client Process Management Process within the client team to identify new business development ...

... Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on ...

... existing and prospective clients. Key responsibilities include leveraging technology to achieve business ... objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a ...