Business Development Associate
Core
Business Development Associate supporting Financial Advisors and Private Wealth Advisors by cultivating client relationships, executing marketing strategies, and assisting with financial planning and reporting.
Role type
Associate Business Development / Client Service
Builds
Client relationships, marketing campaigns, financial plans, and client reports
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, digital marketing execution, financial planning assistance, client relationship management, MS Office proficiency, regulatory license compliance
Preferred skills
Four-year college degree, professional certification, experience in fast-paced environments
Technologies
MS Office (Excel), firm-approved financial planning systems, digital marketing platforms
Responsibilities
Cultivating relationships with business partners and colleagues; Supporting FAs/PWAs in enhancing client relationships; Assisting in delivering client service models and business plans; Executing digital and in-person marketing strategies; Preparing and reviewing client reports or financial plans; Participating in client meetings; Optimizing business practice efficiencies; Providing backup coverage for client service transactions.
Seniority
Mid-level, hands-on IC