Business Development Associate

Role responsibilities

The Business Development Associate supports Wealth Directors in acquiring new high-net-worth clients through sales support, CRM tracking, and pipeline management. They also coordinate client onboarding, manage RFPs, and act as a liaison for office events and sponsorships.

Requirements

Candidates should possess a bachelor's degree and 2-3 years of experience in the finance industry, preferably in a support role. Strong communication skills, proficiency in MS Office, and the ability to multitask in a fast-paced environment are required.

Key skills

Sales Support, CRM Management, Pipeline Management, Financial Planning, RFP Writing, Client Onboarding, Market Research, Lead Generation, MS Office, MS Teams, Interpersonal Communication, Project Management, Attention To Detail, Professionalism, Client Service, Collaboration

Keywords

Wealth Management, High-Net-Worth, Fiduciary, CRM, RFP, RFI, SharePoint, Asset Allocation, Cash Flow Analysis, Fee Analysis, Financial Planning, Investment Management, COI Network, Client Onboarding, MS Office, MS Teams, Franklin Templeton, Financial Services, Business Development, Sales Pipeline