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Director of Business Development

Employer
Childfree Wealth
Location
Remote
Salary
$135-450k including base + commission+ leadership bonus + company bonus opportunities
Closing date
Aug 31, 2024

View more

Job Role
Manager
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

Job Details

We are seeking the right person to join our growing team. Childfree Wealth® is a life and financial planning firm that provides fee-only,  flat-fee, fiduciary services to Childfree and Permanently Childless people.

We are looking for a driven and detail-oriented individual to join our startup team as Director of Business Development. As the Director of Business Development, you will play a crucial role in helping prospects to understand how Childfree Wealth will help them to develop comprehensive financial plans tailored to their specific needs and goals and turn them into core clients as appropriate. This position is a full-time remote role within the US.

If you are passionate about financial planning and helping clients to achieve simple finances in order to live an amazing life, we encourage you to apply for the Director of Business Development position at Childfree Wealth, LLC (CW). Join our team and make a difference in the lives of our clients!

What we expect of you:

Responsibilities to Clients & Team Members:

  • Lead from the front, mentor where needed, provide guidance as necessary and, in all ways, support, and train your team to enhance their performance and productivity
  • Report regularly to marketing and the executive team on performance, forecasts, and market feedback
  • Stay up-to-date on industry trends and changes in financial regulations
  • Ensure all financial planning activities comply with industry regulations and company policies
  • Serve as a trusted advisor leading checkup (consultation) meetings with clients and guiding them through creating a life and financial plan that fits their individual needs
  • Communicate effectively with clients to explain recommendations and answer any questions that encourage them to become a core (ongoing) client
  • Qualify and engage prospective clients using a relationship-oriented sales approach
  • Collaborate with other team members to ensure seamless client service and satisfaction
  • Support the learning and development of all team members
  • Assist with creating and implementing workflows and procedures to improve efficiency and enhance client experience.

Responsibilities to CW:

  • Convert Childfree Wealth Checkup clients into ongoing financial planning clients
  • Align business development initiatives with company goals, ensuring a cohesive approach across the team
  • Set and achieve conversion targets, monitoring team performance against goalsAnalyze internal data, market changes, and competitor activity to identify trends, areas for improvement, and growth opportunities
  • Design, lead, and implement initiatives to help Childfree Wealth® move from a startup to a scale-up operation. 
  • Other duties as assigned

 

Qualifications:

  • Certification: CFP® Certification required
  • Education: B.A. or B.S. degree required, MBA or other related Masters degree preferred
  • 5+ years of business development experience within the financial services industry
  • Proven track record of driving business growth and increasing revenue streams
  • Excellent interpersonal skills and ability to rapidly build connections with clients 
  • Significant experience in closing sales of financial services
  • Strong analytical and problem-solving skills with a keen attention to detail
  • Willingness and ability to learn in a continuous feedback environment
  • Excellent project management skills with the ability to prioritize and track multiple tasks
  • Ability to quickly adopt and implement new skills, processes, and technology
  • Ability to think strategically and develop innovative solutions
  • Proficiency in Google Workspace and Microsoft Office Suite is required

 

What Makes Us Different:

  • Life before finances - helping clients solve for what’s the important impact for them
  • Serving a “new” population that has been historically underserved.  Approximately 25% of the US is Childfree
  • Flat fee service -adeptly guide clients to take action on unbiased recommendations that are in their best interest
  • Educate, not mandate - you act as their personal financial coach and mentor
  • A startup team that thinks differently about the industry - we value both continuous improvement and your opinions

 

What We Offer:
We believe in radical transparency. This position annually pays $135-450k including base + commission+ leadership bonus + company bonus opportunities.  We promise an outstanding learning experience and value work-life balance. From the start, you will get a chance to experience and learn about life and financial planning with a behavioral focus and become a Childfree Wealth Specialist®. We go way beyond the numbers.
 

Other Benefits Include:

  • Remote work from anywhere in the US
  • Continued training and an annual team retreat
  • 401(k) with company match
  • QSEHRA
  • Flexible PTO
  • Transparent and detailed career ladder
     

About Childfree Wealth

 Childfree Wealth is an investment advisor registered with the SEC that serves customers across the U.S. We are a flat-fee, fee-only, fiduciary financial planning firm that only charges for our time (no AUM fee or minimum assets). Our goal is to make financial planning accessible to everyone. Childfree Wealth, LLC is an equal opportunity employer and we do not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, genetic information, disability, or veteran status. You can review our guiding principles at https://childfreewealth.com/blog/childfree-wealth-principles.

 

Company

Childfree Wealth® is an Investment Advisor registered with the SEC and serving customers across the U.S. We are a Fee-Only, Flat-fee, Fiduciary Financial Planning firm. Our goal is to make financial planning accessible for everyone. We follow a passive investment strategy. That means we don’t try to impress you with fancy tools, but rather focus on investments you can understand and manage yourself.  You can review our guiding principles at https://childfreewealth.com/blog/childfree-wealth-principles and more about our process at https://childfreewealth.com/process
 

Company info
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