Business Development Associate
Core
Support regional Business Development Officers by managing sales pipeline, coordinating branch meetings, and facilitating client onboarding for Custodial Referral Programs.
Role type
Business Development Associate (Sales Support)
Builds
Sales pipeline and client onboarding process for Custodial Referral Programs
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
CRM proficiency, opportunity qualification, meeting coordination, data integrity management, proposal material organization
Preferred skills
Securities Industry Essential (SIE) Exam, Series 65, experience with RIA/Broker Dealer/Custodial Platforms
Technologies
Salesforce
Responsibilities
Act as extension of BDOs to move sales processes forward, coordinate branch meetings, field initial inquiries from Financial Consultants, manage reporting on stale opportunities, assist in collecting proposal materials, track client onboarding, ensure CRM data integrity, engage with clients to qualify opportunities.
Seniority
Junior to Mid-level, hands-on IC