Business Development & Teaming Coach - Military Veterans

The Business Development & Teaming group takes a consultative approach to working with Financial Advisors (FAs), Branch Office Managers (BOMs), and branch support staff (PCAs). Their primary goal is to drive organic growth, holistic advice centered around financial planning, increase practice efficiency through technology, as well as support teaming and succession strategies.

The Business Development & Teaming Coach is responsible for driving organic growth, business development, teaming, and succession initiatives within their assigned region. Their primary responsibility is to focus on delivering key practice management principles; along with personalized coaching and consulting for top Janney advisors and teams to help them achieve their business goals. As an integral part of the Practice Management Group (PMG), the coach will partner with their regional consultant to help their region meet their growth objectives.

This will be a hybrid role covering our Southeast and Florida Regions. The potential candidate will support the regions both virtually and through in-person visits.

What you are good at:

·   Coaching – Able to effectively coach and lead financial advisors and team around team dynamics, client service model, succession planning, marketing, and growth strategies.

·   Communication – Must be able to effectively communicate verbally and in writing with internal Janney stakeholders and our financial advisors.

·   Initiative – Proactively look for opportunities to grow revenue within your designated territory through training, education, and strategies designed to increase Net New Assets.

·   Building Relationships – Connecting with others in a way that fosters trust, creates collaborative relationships, and preserves established team culture.

Responsibilities:

• Analyze regional business data to develop a plan to support organic growth in the region in partnership with the Regional Director.
• Work in coordination and collaboration with Regional Director to drive organic growth, teaming, and succession initiatives within the region.
• Relationship management with advisors and leaders within the region.
• Partner with branch leaders to support their branch growth objectives. This includes quarterly strategy sessions with all branch leaders.
• Personalized coaching and consulting engagements to support Janney’s top advisors and teams within the region.
• Develop strong working relationship and partnership with Regional Business Development Consultant to help drive regional priorities and key objectives.
• Serve as the regional subject matter expert on teaming and succession strategies supporting advisors who are looking to retire, grow through acquisition, or team. Also responsible for ownership & accountability of all teaming & succession activity in the region.
• Host and deliver one-to-many practice management presentations in region around core growth initiatives including financial planning, organic growth, client service model, teaming, succession, practice efficiency & technology utilization.

What you have:

• Bachelor’s degree or equivalent work experience.
• The ideal candidate has a minimum of 7 years of relevant experience in financial services
• Coaching certifications a plus. (i.e., Pareto, RCC, Ensemble coaching certification and/or StrengthFinders, DISC, Kolbe, etc.)
• The successful candidate will have exceptional skills in the areas of coaching & consulting, teaming, succession, and the financial planning process with the ability to influence and initiate change.
• Excellent communicator (in both written and verbal forms) both proactively and reactively, with a track record of client relationship management.
• High degree of professionalism in performing all duties.  
• Proficient leveraging technology to perform daily tasks.
• An advanced degree or credentials, specifically in planning preferred.
• Client facing financial planning and/or investment advisory experience preferred.
• FINRA Series 7 & 66 (63 & 65) preferred.
• Must be able to travel extensively within the Region (40-50%).

Why work for us?  

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.  

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. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.