Dynasty Financial Partners · 2 months ago
Business Development Officer - Central
United States
Full-time
Remote
Senior LevelDynasty Financial Partners is seeking a seasoned and dynamic senior salesperson to serve as Business Development Officer in the Central region. This role will be responsible for driving new growth, recruiting and developing new business opportunities, and cultivating relationships with key stakeholders.
AdviceConsultingFinanceFinancial ServicesWealth Management
Responsibilities
Set Regional Business Development Strategy: Develop and execute business development strategies to achieve the organization's goals and objectives. Identify new market opportunities, assess market trends, and work with Sales Operations to formulate and execute plans to expand the business and drive revenue growth
Meet Production Targets: Annual production targets will be set by Sales Leadership at the start of each year and must be consistently met
Lead Generation and Prospecting: Proactively identify and source new business opportunities by leveraging industry knowledge, market research, and networking. Utilize a variety of channels; COI channels, recruiting, cold calling, industry events, existing industry relationships, and professional social and digital media platforms to generate leads. Develop and implement innovative strategies to attract and engage potential clients
Relationship Building: Build and maintain strong relationships with clients, partners, industry associations, and other stakeholders. Foster long-term partnerships and collaborations that drive business growth, enhance brand reputation, and create value for all parties involved
Proposal Development and Negotiation: Prepare, present, and negotiate compelling proposals, pitches, and presentations to prospective clients. Lead contract negotiations and commercial discussions to secure new business deals and partnerships. Ensure agreements align with the organization's goals and objectives
Be a Dynasty Ambassador: Act as the voice of Dynasty in the local region by attending conferences, networking groups, industry events, and actively engaging on social platforms. Be prepared to effectively serve as a spokesperson for the Company on industry-related topics
Professional Conduct: At all times act with a high degree of professionalism and integrity. Maintain books and records, adhere to internal policies and procedures, deliver high quality work product, and respect, support and foster collaborative relationships with colleagues
Qualification
Required
Bachelor's Degree in Business Administration, Finance, or related field
Proven experience in business development, sales, or a related field, with a track record of driving revenue growth and achieving business targets
Strong strategic thinking and analytical skills, with the ability to identify and evaluate new business opportunities
Excellent negotiation skills, with the ability to build rapport, influence decision-makers, and close deals
Strong communication skills (both oral and written) and interpersonal skills
Strong organizational and time management skills are needed to maintain a healthy pipeline, prioritize workload, handle multiple tasks, and meet deadlines
Detail oriented, able to work independently and effective at completing projects/tasks on time and on budget
Preferred
Master's Degree Preferred
Benefits
Health Insurance
Dental insurance
Vision insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance
Company
Dynasty Financial Partners
Dynasty Financial Partners provides wealth management solutions and business services to financial advisory firms.
Founded in 2010
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$50MKey Investors
Abacus LifeEnvestnet
2025-08-12Corporate Round
2024-10-08Private Equity
2022-12-16Private Equity
Leadership Team
Frank Coates
Chief Technology Officer
Recent News
2025-12-12
Morningstar.com
2025-12-11
Company data provided by crunchbase