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. This role involves coordinating reputed company meetings, managing reputed company to prospects, and facilitating the reputed company reputed company experience while working closely with Business Development Officers.

Responsibilities

• reputed company 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 reputed company proposals
• reputed company reputed company reputed company process with servicing advisor and reputed company support where necessary
• Ensure data reputed company of reputed company reputed company opportunities in CRM and other reputed company systems
• Engage with FCs or Clients to qualify reputed company and set-up initial meeting between the BDO and FC or reputed company

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, reputed company, 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 reputed company with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and reputed company designations
• Opportunity to reputed company back time to local communities
• Commuter benefits

reputed company