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Director of WM Business Development
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What they do
A Director of Business Development is a highly specialized Business Development Manager. Plans and directs sale of products or services to customers. Coordinates sales distribution. Establishes sales territories, quotas and/or goals for staff, and provides training for sales representatives. Analyzes sales data to monitor customer preferences and develops strategies for increasing sales.
$165,077 / year median in Iowa
+9% projected growth
Job Description
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Position range in Sioux City, IA-NE-SD Metropolitan Statistical Area $72k - $142k Per Year Director of WM Business Development
Security National Bank
Occupation:
Management Occupations
Location:
Sioux City, IA - 51101
Job Type:
Full Time
Posted:
08/28/2026
Positions available: 1
Source:
Security National Bank
Web Site:
www.snbonline.com
Job #:
DIREC001570
Job Requirements and Properties
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Full Time Schedule
Full Time
Job Description
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JOB DESCRIPTION
SUMMARY Responsible for developing and executing business development and marketing activities that support the growth of Wealth Management services. Maintains relationships with current and prospective clients, prepares analyses and proposals, coordinates referral activities, participates in leadership initiatives, and works collaboratively to increase assets under management and expand client service offerings.
ESSENTIAL FUNCTIONS
Business Development & Marketing
- Participates in the development of a division-wide wealth management marketing plan, including activities, materials, presentations, and calling programs.
- Initiates contacts to develop and close new wealth management business opportunities.
- Promotes cross-selling by maintaining the wealth management referral incentive program.
- Develops and maintains a pipeline of prospective clients utilizing bank referrals, business partners, MCIF, and other marketing resources.
- Participates in seminars and events for prospective and current clients. Client Relationship Management
- Maintains ongoing contact with existing clients to strengthen relationships, identify additional business opportunities, and request referrals.
- Assists administrators, as needed, in expanding wealth management services for current clients.
- Receives and reviews reports on client calls, ACT documentation, business closed, and prospect status. Strategic Leadership & Planning
- Actively participates in Wealth Management Leadership Team meetings, planning activities, and decision-making processes.
- Completes asset allocation, plan design, fee expense, and other analyses required to prepare proposals for prospective clients.
Additional Information
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EDUCATION AND EXPERIENCE
- 4 year college degree or related work experience
- Sales experience in both wealth management and retirement plan services
HOURS:
Regular business hours, Monday through Friday.
BENEFITS
We offer a comprehensive benefit package to our employees including medical, dental, vision, short and long-term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.