Business Development Center Manager
WEA Consulting (Southern New Hampshire, New Hampshire)

This job posting has expired.

You may wish to try a search for Business Development Center Manager

Or visit the FlipDog home page
 

PENSCO Trust Company seeks a Business Development Center Manager to join the Business Development Operations team. This is a roll up your sleeves, back office type position requiring super strong analytical skills. This person will look at what data points need to be captured to develop metrics for business development center/call center function. The perfect background would include a degree in business degree, economics, or statistics with stock brokerage knowledge, and/or banking, mutual fund, trust co. experience, including strong knowledge of compliance.

 

Company Background:

 

PENSCO Trust Company ("PENSCO Trust") is a leading financial services firm with over $2 Billion in assets under administration and with clients in all fifty states. The firm is a leader in providing custody and administrative services and education for self-directed retirement plans held by individuals and small businesses.

 

PENSCO Trust specializes in allowing plan assets to be diversified beyond the publicly-traded assets that are more typically held in tax-sheltered retirement plans, like stocks, bonds, and mutual funds, to include assets less correlated to the financial markets, such as real estate and private equity.

 

PENSCO Trust has been an industry innovator and premier service provider since 1989, and has pioneered changes to federal law affecting major financial institutions nationwide, as well as several technological industry ‘firsts’. Within the self-directed retirement plan arena, PENSCO Trust has garnered and maintained its reputation for having the highest levels of knowledge, integrity, and client service in the industry.

 

PENSCO is always looking for talented people who strive for excellence. PENSCO provides employees with a great work environment with competitive pay and benefits.

Summary:

 

By performing the following duties personally and through the work of others, the Business Development Center Manager is responsible for building, running and maintaining a professional and competent internal business development organization whose goal is to directly contribute to the overall corporate business development and sales goals and objectives. The manager will work with the National Sales Director to ensure the standards, policies, and training of BDC representatives are maintained at the highest level. In addition, he/she will develop process and procedures to ensure the effective integration of internal / external business development, marketing, and client services functions.

Management Responsibilities:

 

Directly supervises a total of 3-4 non-exempt employees in Business Development Operations. Is responsible for the overall direction, coordination, and evaluation of this division. Carries out management responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include developing strategies and processes to optimize the closing of all sales leads and a systematic way of measuring and reporting results on a periodic basis. Install best practices methodologies to reduce the time and effort associated with closing leads, and improving the client experience to promote more referrals from prospects and clients. Also responsible for interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Responsibilities:

· Conduct Call Center analysis and develop a metrics-based performance measurement system

· Hire, train, manage, and motivate the job performance of all Call Center employees

· Schedule and cover as needed all Call Center activities

· Develop and conduct training on handling effective sales calls and continually upgrade quality of job function and knowledge base of all Call Center employees

· Conduct basic staff training to ensure compliance with established corporate quality standards, policies and procedures

· Conduct training related to the details of self-directed IRA investing to the level where the BDC is not dependent upon headquarters when answering the questions of prospects, clients and professionals

· Act as the escalation point for situational analysis and problem resolution

· Facilitate coordinated efforts between internal sales and BDOs

· Assist the external business development team (BDOs) in identification and qualification of potential new P2s (Preferred Professionals) in targeted Develop training programs to increase sales success

· Maintain an effective monitoring program to track accounts opened versus leads through the ACT Software

· Provide senior management guidance to staff on complex self-directed IRA scenarios and prospect inquiries by becoming a knowledge expert

· Provide regular feedback to the BDOs regarding sales trends, techniques, and results so as to optimize results leads and P2s interfaced by both groups

· Supervise the ongoing P2 support program to identify P2s by level, and to provide appropriate degrees of logistical support for each P2

Requirements:

To perform the job successfully, an individual should demonstrate the following competencies:

Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures. Change Management - Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results. Managing People - Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self available to staff; Provides regular performance feedback. Business Acumen: Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Demonstrates advanced product and service knowledge; Aligns work with strategic goals. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions. Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Team Work: Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit. Ethics: Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Motivation: Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals. Professionalism: Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Quality: Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.

QUALIFICATIONS:

· EDUCATION/EXPERIENCE: Fifth year college or university program certificate; or two to five years related experience and/or training; or equivalent combination of education and experience.

· LANGUAGE ABILITY: Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write letters, memos, speeches and articles for publication with proper grammar and that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.

· MATH ABILITY: Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

· REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

· TECHNICAL SKILLS: To perform this job successfully, an individual must have knowledge of office operations, personnel management, workflow analysis, self-directed retirement account investing and current technologies in telecommunications, data entry and file management.

· COMPUTER SKILLS: To perform this job successfully, an individual should have knowledge of Microsoft Office Suite of professional software programs; and be proficient on applicable databases, systems and vendor software programs.

· CERTIFICATES AND LICENSES: none required

Contact:

Please send resume in MS Word format to searchone@weaconsulting.com. Please include you salary requirements. Resumes submitted without salary requirements will not be considered for this position.

PENSCO Trust Company Is An Equal Employment Opportunity Employer