Business Development Associate (Wealth Management)
Core
Support Wealth Directors in securing new business from high-net-worth individuals, families, and institutions by managing sales pipelines and coordinating client onboarding.
Role type
Business Development Associate (Sales Support)
Builds
New client relationships and account openings for wealth management services
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Pipeline management, RFP coordination, market research, client onboarding support, event coordination, CRM usage, MS Office proficiency
Preferred skills
AI research experience, data repository management, RFP/RFI writing experience
Responsibilities
Partner with Wealth Directors to lead sales meetings and manage prospect pipelines; Coordinate follow-ups and prepare materials for presentations; Assist in account opening processes and cash flow analysis; Liaise on office events and sponsorships; Research markets and competitors to identify growth opportunities.
Seniority
Mid-level, hands-on support