Business Development Associate
Core
Support Financial Advisors and Private Wealth Advisors by delivering exceptional client service, managing business development activities, and executing clerical and marketing tasks.
Role type
Associate-level client service and business development professional
Builds
Client relationships, marketing campaigns, and financial planning deliverables
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge, MS Excel proficiency, client relationship management, meeting preparation, research execution, order entry, digital marketing execution
Preferred skills
Executive compensation experience, Rule 10b5-1 Plan drafting experience, Series 7/66/63/65 licenses, four-year college degree
Technologies
MS Office (Excel), firm-approved financial planning systems, digital marketing platforms
Responsibilities
Cultivate relationships with business partners and colleagues; Support FAs/PWAs in enhancing client relationships; Prepare for client meetings and track follow-ups; Execute digital and in-person marketing strategies; Prepare and review client reports and financial plans; Assist with research using firm systems; Participate in client meetings representing the service lens; Optimize business practice efficiencies; Provide backup coverage for client service transactions and order entry.
Seniority
Associate, hands-on IC