Associate, Business Development
Core
Own the end-to-end business development operation, ensuring advisors have well-researched opportunities, strong materials, and clear pipeline visibility to align with firm priorities.
Role type
Associate, Business Development
Builds
Business development engine, workflows, operating cadence, governance, and tailored client presentations
Domain
Investment Management / Financial Advisory
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Sourcing and research, pipeline tracking and management, CRM proficiency (Salesforce), data analysis and reporting, presentation creation, strategic planning support
Preferred skills
Experience in strategy, consulting, or investment management
Technologies
Salesforce, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Design and run the end-to-end business development engine including sourcing, research, and qualification; Build workflows and governance for leadership visibility into pipeline health; Create tailored presentations and proposals for prospective clients; Manage and track the entire prospective client pipeline in CRM; Build dashboards and tools to track KPIs and operational effectiveness; Support execution of key firm initiatives with emphasis on business development
Seniority
Mid-level, hands-on IC
