Business Development Associate
Core
Business Development Associate supporting Financial Advisors and Private Wealth Advisors by cultivating client relationships, executing marketing strategies, and preparing financial plans.
Role type
Associate Business Development / Client Service
Builds
Client relationships, marketing campaigns, financial plans
Domain
Financial Services / Wealth Management
Required skills
Financial services product knowledge, Series 7/66/63/65 licenses, MS Excel proficiency, client relationship management, meeting preparation, clerical execution
Preferred skills
Executive compensation experience, Rule 10b5-1 Plan experience, four-year college degree
Technologies
MS Office, firm-approved financial systems
Responsibilities
Cultivate relationships with business partners and colleagues, support FAs/PWAs in enhancing client relationships, assist in delivering client service models, execute digital and in-person marketing strategies, prepare and review client reports or financial plans, participate in client meetings, optimize business practice efficiencies, provide backup coverage for client service tasks
Seniority
Mid-level, hands-on IC