What are the responsibilities and job description for the Business Development Director position at IMA Financial Group?
Job ID | 2024-4170 |
ESSENTIAL JOB RESPONSIBILITIES - Director, Business Development, is responsible for the organization of new diligence opportunities. Duties and responsibilities include but are not limited to:
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Identify and cultivate relationships with potential clients to understand their financial diligence needs.
- Develop and execute strategies to generate leads and expand the client-base.
- Collaborate with internal teams to create tailored financial diligence proposals and presentations for clients.
- Serve as the primary point of contact for clients, addressing inquiries, and providing exceptional service throughout the engagement lifecycle.
- Maintain strong client relationships, ensuring satisfaction, and seeking opportunities for cross-selling additional services.
- Stay updated on industry trends, market developments, and competitor activities to identify new business opportunities.
- Develop strategic plans to position the company's financial diligence services competitively in the market.
- Interact professionally and timely with clients via email, phone, and in-person.
- Maintain in-depth knowledge of all products and services provided by RedRidge.
- Enter and maintain all prospective and active client data in company-directed contact management software system (SalesForce).
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Six or more years of proven experience in business development or sales within the financial services industry, specifically in financial diligence or advisory services.
- Entrepreneurial mindset with a proactive approach to identifying and pursuing opportunities.
- Excellent interpersonal, organizational, oral, and written communication skills.
- Strong ability to maintain project deadlines and focus.
- High attention to detail.
- Experience with SalesForce (preferred) and MS Office products required (specifically PowerPoint, Outlook, Word, Excel, and Teams).
- Moderate travel (25-50%).
- Bachelor's degree in finance and/or accounting (major preferred).
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
#LI-RH1
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness,Hospital Indemnity,Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off,Flexible Work Options,Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.In addition to our robust benefits package, the hiring range for this position is $140,000 - $200,000 base plus commissions. While this is the targeted range, final offer amounts willdepend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry.
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