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Form of workJob Description
Take the next step in your journey. At Millennium Trust Company, you will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey – relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don’t meet every single requirement? Here at Millennium Trust, we believe there is no “perfect” candidate and want to encourage applying even if all the requirements listed aren’t met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
The Business Development Manager will report to the Sales Director of the Advisory and Sponsor sales teams. The Business Development Manager is responsible for driving revenue in their assigned geographic territory by selling NuView IRA advisory products primarily to businesses. The Business Development Manager client size segment varies by lead source but is primarily focused on targeting new businesses such as Broker-Dealers, RIA firms, Fund Managers, and Syndicators. The Business Development Managerdelivers value to businesses by developing deep industry, and product knowledge, and becoming a resource.
Plan and execute sales strategies using HubSpot to meet targets
Work with the Sales Director to create clear sales and marketing plans
Grow prospecting database and opportunities while pursing new leads
Expand business by leveraging industry contacts and presentations
Understand client needs and offer suitable solutions
Stay updated on industry changes to position our services effectively
Research competitors to maintain industry leadership
Collaborate with internal teams for effective operations
Meet sales goals in the designated region and handle other assigned tasks
Expect 40% yearly travel for engaging with businesses
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
Bachelor's Degree or related field experience
4-7 years of applicable experience
Experience within the advisory industry including Broker Dealers, RIA firms, Fund Sponsors, and Syndicators
Excellent spelling, communication, and negotiation skills
Ability to prioritize, plan and take imitative
Well organized and able to manage multiple projects
Experience with Salesforce, HubSpot, or similar CRM tool
Ability to work as a team member and collaborate cross-functionally
MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end,we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain’s Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In’s 2023 Best Places to Work and Gallagher’s 2022 Best-In-Class Employer awards.
