Associate Director, Business Development
Core
Drive growth and expand the client base for a global investment firm in the Southeast region by identifying and cultivating new business opportunities.
Role type
Associate Director, Business Development
Builds
Custom investment portfolios for endowments, foundations, pension plans, and ultra-high net worth private clients
Domain
Investment Management / Financial Services
Deliverable
client delivery
Required skills
Business development strategy, prospect identification and qualification, relationship building with prospects and influencers, CRM management, cross-functional coordination, team mentorship
Preferred skills
Advanced degree, experience with Microsoft Dynamics, knowledge of Southeast region market dynamics
Technologies
Microsoft Dynamics
Responsibilities
Develop and execute business development strategies for the Southeast region, identify and engage prospective clients (private clients, pension funds, endowments), represent the firm at industry events and conferences, update and maintain CRM systems, coordinate with investment and marketing teams, mentor junior team members
Seniority
Mid-Senior, hands-on IC with leadership responsibilities