Business Development Associate

Responsibilities

• Act as extension of multiple BDOs in the region assigned, moving sales processes forward while BDOs are in the field or traveling within a region.
• Coordinate branch meetings.
• Field initial inquiries from FCs when BDO is unavailable.
• Manage reporting and outreach on stale or hard to reach opportunities.
• Assist in collecting and organizing information required to prepare client proposals.
• Track client onboarding process with servicing advisor and provide support where necessary.
• Ensure data integrity of all active opportunities in CRM and other core systems.
• Engage with FCs or Clients to qualify the opportunity and set-up initial meeting between the BDO and FC or Client.

• Bachelor’s Degree required, preferably in Finance, Business, Economics or a related field.
• 1 – 4 years of work experience in a related field or role.
• Experience supporting or participating in business development or a sales process.
• Ability to work full time from a company location (3-4 days in office per week) and travel on a limited basis.
• Prior exposure to RIA, Broker Dealer or Custodial Platforms (e.g., Schwab, Fidelity, Pershing) a strong plus.