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Institutional Business Development Advisor
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- The Institutional Business Development Advisor role is responsible for building and servicing a practice of institutional clients including 401(k), 403(b), defined benefit, nonqualified plans and other asset pools with assets in the range of $5 million to $5 billion.
- The financial advisor will be responsible for cultivating and working with investment committees, nonprofit boards and executives, qualified plan sponsors, fiduciaries, key executives, and other stakeholders.
- Provide fiduciary advice to existing client relationships and investment committees
- Provide fiduciary and governance support to investment committees and boards
- Bachelor's degree required; major in Business Administration, Marketing or Finance preferred
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