Client Development Associate
Core
Onboarding new clients to ensure retention and driving sales momentum by managing channel partner relationships and prospecting opportunities.
Role type
Client Development Associate (Sales & Onboarding)
Builds
New client onboarding experience and sales pipeline for a Registered Investment Advisor (RIA) firm
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Sales experience, understanding of financial services industry, strong analytical skills, organizational skills, presentation skills, verbal and written communication skills, ability to work with high-level professionals
Preferred skills
Bachelor's degree, prior financial services or administrative support experience
Technologies
Client Questionnaire (CQ) systems
Responsibilities
Onboarding new clients efficiently, ensuring seamless handoffs from RVPs to Wealth Management Teams, initiating and following up on opportunities with channel partners, participating in prospect meetings, managing follow-up with prospects, playing an integral role in closing prospects, managing prospecting activity process, traveling to branch offices and events, building and maintaining a strong network with channel partners, working closely with RVPs on projects including coordinating events and reviewing financial data
Seniority
Individual Contributor