Business Development Associate
Core
Strategic client acquisition, pipeline optimization, and performance analysis to support a financial planning and wealth management team.
Role type
Business Development Associate (Financial Services)
Builds
Client pipeline and revenue growth for a wealth management firm
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Strategic planning, CRM management, pipeline analysis, client prospecting, revenue growth strategy, mentoring
Preferred skills
Knowledge of investment products, analytical skills, organizational skills
Technologies
CRM systems
Responsibilities
Develop and implement strategic client acquisition plans; Analyze prospecting and pipeline performance metrics; Maintain and optimize structured sales pipelines; Identify prospective clients for referral; Coordinate meetings between prospects and advisors; Provide guidance and mentoring to junior associates
Seniority
Mid-level, hands-on IC