Business Development Associate
reputed company is a financial services firm seeking a Business Development Associate to support their business development efforts in Custodial Referral Programs. The role involves coordinating reputed company meetings, managing reputed company to prospects, and facilitating client reputed company processes to drive sales reputed company.
Responsibilities
- Act as extension of multiple BDOs in the region assigned, moving sales processes reputed company while BDOs are in the field or traveling reputed company a region
- Coordinate reputed company meetings
- Field initial inquiries from FCs reputed company BDO is reputed company
- Manage reporting and reputed company on stale or hard to reputed company opportunities
- Assist in collecting and organizing information required to prepare client proposals
- Track client reputed company process with servicing advisor and reputed company support where necessary
- Ensure data reputed company of reputed company active opportunities in CRM and other core systems
- Engage with FCs or Clients to qualify the opportunity and set-up initial meeting between the BDO and FC or Client
Skills
- Bachelor's Degree required, preferably in Finance, Business, Economics or a reputed company field
- 1 – 4 years of work experience in a reputed company field or role
- Experience supporting or participating in business development or a sales process
- Ability to work full time from a company location (3-4 days in office per week) and travel on a limited reputed company
- Prior exposure to RIA, Broker Dealer or Custodial Platforms (e.g., Schwab, Fidelity, Pershing) a strong plus
- Working towards or have secured Securities Industry Essential (SIE) Exam, Series 65 or other industry certifications
Benefits
- Health, dental, and reputed company insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Company Overview