John G. Ullman & Associates, Inc. is seeking an experienced Director of Relationship Development to join our firm.   This is an essential position in our firm that will play a significant role in our strategic plans.

Job Summary: 

The Director of Relationship Development will be responsible for planning, coordinating, and the execution of a comprehensive relationship development plan designed to meet the Firm’s goals and objectives focused on client acquisition and revenue growth.  Working in conjunction with the Executive Management Team, the Advisors and the Marketing team, the Director will develop sales initiativesand techniques needed to support new relationship development, including identifying and developing market segmentations, marketing channels and partnerships with Centers of Influence. 

The Director will be responsible for managing and overseeing the Firm’s relationship development process.  Working in conjunction with the Executive Management Team, the Relationship Development Team, the Advisors, and the Marketing Team; the Director will be responsible for ensuring that the relationship development process promotes the Firm’s commitment to ethics and values at the highest levels, our commitment to our fiduciary duty in fulfilling our obligation to act in the best interest of our clients, our competitive position as a leader in the industry, and the value proposition provided by our services and capabilities.

The Director will manage and oversee the activities of the Relationship Development Team to ensure that the Team’s approach is consistent with the Firm’s ethics and values, that their activities are aligned with the Firm’s sales metrics, and that they are able to meet the Firm’s new business development goals, which are focused on client acquisition and revenue growth.   The Director will be responsible for reviewing and monitoring all lead generation activities to ensure that the Team is using a relationship-based approach that involves developing ongoing, meaningful relationships with individuals and external business partners.  The Director will monitor and review the new leads generated and as needed will assign leads provided by the Firm to each Relationship Developer.   In addition, the Director will be responsible for personally contributing to the relationship development activities by creating networks and generating new leads.

Job Requirements:

• Must have strong values and be committed to the highest level of ethics and integrity.
• Excellent academic record; four-year college degree required, a graduate or advanced degree is strongly preferred.
• Professional Designation as a Certified Financial Planner (CFP) and/or as a Chartered Financial Analyst (CFA) would be beneficial.   
• 10+ years of experience as a leader and manager of a Sales, Business Development, or Relationship Development Team is required; experience in the Wealth Management or Financial Services industry is strongly preferred.
• Must have demonstrated the ability to have effectively lead and manage a group of sales, business development and/or relationship development professionals.
• Must be able to effectively work collaboratively with other departments and coordinate all service and support to meet the business development needs of the firm.
• Must be able to develop training and development plans and deliver training to individuals and/or groups of people effectively.
• Must have strong interpersonal skills and the ability to effective communicate verbally and in writing with internal and external constituents.
• Highly organized, strong attention to detail, goal-oriented, and have demonstrated the ability to create and maintain detailed records.
• Strong technical skills with the ability to use informational systems, databases, and desktop applications effectively.

Projected Hiring Range:

Annualized Salary             $100,000 – $125,000

About Us:

John G. Ullman & Associates is a wealth management firm committed to bringing human connection, attention to detail and trust to every aspect of financial planning.  For over 45 years, we have helped clients plan for a lifetime of financial security, creating highly customized financial plans to manage, grow, and protect our client’s wealth.   Our team has grown to include a diverse group of expert financial planners, tax professionals, investment researchers, legal professionals and support staff in three separate New York State Locations; including our headquarters located in Horseheads, NY; and branch offices located in Corning, NY, Rhinebeck, NY, and Charlotte, NC.

To Apply:

If you are interested in applying, please fill out the form below or e-mail a letter of interest and resume to Stephany Achterberg at [email protected].