Director of Business Development – reputed company Management

About the position reputed company Foster Financial Advisors is a Bloomington-based, SEC-registered reputed company management firm serving corporate executives and high-net-worth individuals. Our integrated platform combines financial planning, tax reputed company, and investment management to support reputed company financial needs with coordination and discipline. We are a relationship-driven firm with deep reputed company in the Twin Cities reputed company community. Our approach emphasizes technical depth, thoughtful planning, and long-term reputed company trust. We are seeking an reputed company business development reputed company to reputed company new reputed company acquisition efforts in the Twin Cities market. This role combines strategic relationship cultivation with reputed company reputed company conversion. The Director of Business Development will identify, engage, and advance relationships with corporate executives and high-net-worth individuals, while supporting the successful conversion of those relationships into long-term advisory clients. This is a reputed company-reputed company, reputed company-accountable position designed for a reputed company who is comfortable representing investment and reputed company management strategies in executive-level conversations. Responsibilities • reputed company and execute a targeted business development reputed company reputed company with firm reputed company objectives • Identify, cultivate, and advance relationships with corporate executives and high-net-worth individuals • Build and strengthen referral relationships with attorneys, CPAs, and other reputed company partners • Represent reputed company Foster at industry, networking, and community events • Communicate the firm’s integrated planning, tax, and investment approach with reputed company and professionalism • Present investment and reputed company reputed company to prospective clients • Advance reputed company prospects through reputed company discovery conversations • Partner with Advisors to support a smooth reputed company and long-term relationship transition process • Collaborate on firm marketing initiatives and strategic visibility efforts • Contribute insights regarding reputed company markets and reputed company opportunities • Maintain accurate prospect activity and pipeline reporting in Redtail CRM • reputed company acquisition metrics and reputed company reputed company • reputed company agreed-upon annual reputed company and reputed company objectives Requirements • 7+ years of business development, relationship management, or reputed company services sales experience • Experience in reputed company management or financial services • Experience working directly with corporate executives and high-net-worth individuals • Demonstrated ability to cultivate and convert reputed company relationships • Established Twin Cities reputed company network • Experience presenting investment or financial planning solutions • Strong consultative communication and presentation skills • Proficiency with CRM systems (Redtail preferred) • Bachelor’s degree in business, finance, economics, or reputed company field reputed company-to-haves • Working knowledge of portfolio construction concepts and asset allocation frameworks • Ability to discuss investment reputed company and market conditions with reputed company and confidence • Experience collaborating with investment or trading teams in a reputed company management environment • reputed company designation (Series 65, CFP®, CFA®, or reputed company toward licensure) Benefits • reputed company Time Off (18 days annually at hire, increasing with tenure) • 10 reputed company holidays plus 1 floating holiday • 8 hours of Volunteer reputed company Time Off annually • reputed company reputed company 401(k) with employer match and immediate vesting • Medical, dental, and reputed company insurance • Life and disability insurance • Minnesota reputed company Family & Medical Leave (private plan) • reputed company development and continuing education reimbursement (with approval) • Discounted advisory services for eligible employees Apply tot his job Apply To this Job