Associate / Senior Associate, Global Client Group (Broker Dealer)
Core
Support Regional Directors in business development and client services for Broker Dealer clients across the east coast by building pipelines, sourcing opportunities, and educating advisors on portfolio solutions.
Role type
Senior Associate, Financial Services Sales & Business Development
Builds
New business relationships and client engagement pipelines for Broker Dealer advisors
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
prospecting, cold calling, sales pipeline management, articulating complex investment principles, industry insight, quantitative problem-solving, verbal and written communication
Preferred skills
MBA, CFA, prior prospecting/sales experience
Technologies
Excel, Access
Responsibilities
Build and nurture a new pipeline of BD prospects; Source opportunities through outbound calls to advisors; Collaborate with Regional Directors to identify new opportunities; Articulate complex investment principles and capital market research to financial advisors; Educate clients on portfolio construction; Interact with clients on practice management issues; Travel with Regional Directors to develop relationships; Develop and deliver complex investment presentations; Facilitate production of client-driven requests.
Seniority
Senior, hands-on IC