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About the Role
The Business Development Consultant is the field-based front door to the Business Development Group, responsible for helping advisors in their region identify growth opportunities and driving them through to execution. This role owns the advisor relationship from initial engagement through the execution of growth initiatives, partnering closely with various firm resources to achieve measurable growth.
Responsibilities
- Live in the assigned region and travel frequently to branches to work directly with advisors and branch leaders on driving growth outcomes.
- Build trusted, ongoing relationships across the region and serve as the advisor's primary point of contact and quarterback for growth.
- Review advisor books, surface the highest-value opportunities, and help advisors set growth goals and build a clear, actionable plan.
- Own and execute core growth work end to end — including on-site quick wins such as client segmentation, pricing discussions, and opportunity entry in Salesforce when appropriate.
- Personally drive opportunities from identification through execution and conversion, engaging specialists only when depth or specialized work is required.
- Route advisors to the right firm resources and coordinate end-to-end support and growth strategies across the organization.
- Serve as the ongoing relationship owner — following up, holding advisors accountable to commitments, and keeping momentum on the plan.
- Maintain a working knowledge of the firm's growth programs, planning, advisory, and technology resources, and connect advisors to the appropriate partner or specialist.
- Use opportunity reports, book reviews, and analytics from Revenue Operations to proactively target the advisors and branches with the greatest potential.
- Represent the voice of the advisor back to the organization, informing programs, tools, and best practices.
Requirements
- Demonstrated ability to influence and sell — building credibility with advisors and moving them to action without direct authority.
- Willingness and ability to live in the assigned region and travel frequently to branches.
- Organized, self-directed, and results-oriented, with the ability to manage many advisor relationships and opportunities at once.
- Comfort with data, CRM tools (e.g., Salesforce), and translating analytics into practical advisor action.
Skills
- Building Relationships: drive organic growth, holistic advice centered around financial planning, increase practice efficiency through technology, as well as support teaming and succession strategies
- Organization: Strong organization skills and ability to effectively coordinate training sessions, roundtables, events, onboarding recruits, and supporting advisors through teaming & succession transitions
- Educating: You enjoy educating and helping others learn new things to achieve success
- Team Oriented: Consultants work closely with the Regional Business Development Coach, Regional Manager and subject matter experts in their territory to deliver a team-based approach to servicing the field
Location
- Assigned region
Work Type
- Field-based
- Travel frequently
Experience Level
- Five or more years of experience in wealth management, financial services, or a related field, with exposure to advisor-facing sales, business development, or practice growth.
Education Level
- Bachelor's degree required.
- Series 7 and 66 (or equivalent) preferred, or ability to obtain within 6 months.
Salary/Compensations
- $120,000- $140,000
Benefits
- Paid Parental Leave
- generous Paid Time Off
- eligibility for a $2,000 referral bonus
- Professional Development Assistance Plan
- health, dental, medical coverage
- disability income protection
- life insurance
- PTO/vacation
- holidays
- 401(k)
About the Company
- Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.
- We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
- Attracting, hiring, and retaining diverse talent is a priority for the firm.
- We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.
Equal Opportunity
- Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.