Business Development Associate
Core
Business Development Associate supporting Financial Advisors and Private Wealth Advisors in delivering exceptional client experiences and executing service-level business development.
Role type
Associate-level client service and business development support
Builds
Client relationships, marketing strategies, and financial planning proposals
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial services product knowledge, MS Excel proficiency, client relationship management, meeting preparation, research execution, clerical order entry
Preferred skills
Series 7/66/63/65 licenses, four-year college degree, digital marketing experience
Technologies
MS Office, 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; Participate in client meetings representing the service lens; Provide backup coverage for client service transactions.
Seniority
Associate, execution-focused IC