Director, Business Development - Financial In

DIRECTOR, BUSINESS DEVELOPMENT – FINANCIAL INSTITUTIONS

FLSA Status

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Exempt

Department

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Revenue/Sales

Reports to

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Chief Revenue Officer

Salary Range

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$110,000 - $150,000

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Work Location

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Remote

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Effective Date

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July 9, 2026

Eligible for Incentive Comp

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Yes, up to 35% based on performance

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Job Summary

Are you a proven business development professional with a successful track record of building executive relationships, opening doors, and consistently closing new business? Investments & Wealth Institute is seeking a results-driven sales leader who thrives on developing strategic partnerships, uncovering new opportunities, and exceeding revenue goals. The ideal candidate brings established relationships across the wealth management industry, including experience working with private banks, trust companies, and bank broker-dealers. If you're motivated by winning new business, cultivating long-term client relationships, and making a measurable impact, we'd love to hear from you.

The Director, Business Development – Financial Institutions, is responsible for driving new revenue growth by developing strategic relationships with senior decision-makers across the wealth management industry with certification, education, and training needs, with a primary focus on the Bank channel (private banks, trust companies, bank broker-dealers). This role represents business development efforts for the Institute's certifications, education, enterprise learning solutions, sponsorships, and Foundation initiatives, securing new business opportunities, expanding engagement with the Institute's offerings, and cultivating long-term strategic partnerships.

This role contributes to the Institute's strate