Business Development Associate
Core
Support Financial Advisors and Private Wealth Advisors by delivering exceptional client service, executing digital marketing strategies, and assisting with financial planning and reporting.
Role type
Business Development Associate (Client Service)
Builds
Client relationships, marketing campaigns, and financial planning proposals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, digital marketing execution, financial planning tools, MS Excel, client reporting, regulatory compliance (Series 7/66/63/65)
Preferred skills
Executive compensation experience, Rule 10b5-1 Plan drafting
Technologies
Firm-approved financial planning systems, MS Office, digital marketing platforms
Responsibilities
Cultivate relationships with business partners and colleagues; Support FAs/PWAs in enhancing client relationships; Execute digital and in-person marketing strategies; Prepare and review client reports and financial plans; Participate in client meetings representing the service lens; Provide backup coverage for client service transactions.
Seniority
Mid-level, hands-on IC