Business Development Associate

Business Development Associate

Full Time Exempt Sales West Palm Beach, FL, US

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

The role of the Business Development Associate is to partner with the Business Development team to identify, develop and cultivate new private clients and endowment and foundation clients. The associate will work creatively and entrepreneurially to design prospecting strategies and individualized plans to win new clients and generate revenue growth. This role will provide foundational sourcing, prospecting, and client development skills necessary to be successful as a Business Development Officer.

Business Development and Sales Support

• Support the Business Development Team in the implementation of the business plan and business development strategy.
• Assist in identifying and attracting new revenue from high‑net‑worth individuals, families, endowments, and foundations, including documenting opportunities in Salesforce.
• Identify and build lists of key influencers, intermediaries, and centers of influence in target markets and document findings.
• Track prospect contact information for follow‑up using Salesforce.
• Maintain and expand the database of prospects for the Business Development Team.
• Maintain a history of business development activity and call data.
• Analyze data to provide reports, assess profitability, identify trends, and make recommendations.
• Obtain required documentation, prepare, submit, and monitor New Business Acceptance and Fee Exception Forms.

Sales

• Source new sales opportunities through research and outbound calls and emails to establish meetings for the Business Development Team and schedule follow‑up appointments with Business Development Officers.
• Leverage traditional, digital, and social media to prospect.
• Apply knowledge of financial markets, core products, services, and Glenmede requirements when interacting with prospects to identify and meet their objectives.
• Proactively keep prospects updated on new product offerings and send them relevant materials such as market outlooks and industry research.

Presentations and Events

• Help organize and execute events for clients and prospects, emphasizing follow‑up strategies that increase ROI.
• Assist in customizing presentation materials and developing/implementing marketing plans for proactive outreach.
• Participate in relevant industry or firm conferences.

Firm Building

• Take an engaged role in firm-wide and private wealth group initiatives, including technology integration, enhanced client service, and increased productivity; implement conclusions.

• Bachelor’s degree.
• Up to 5 years of experience in financial services, fiduciary, wealth management or the investment arena.

• Strong self‑starter demonstrating initiative and resourcefulness.
• Proven communication, analytical, consultative, and problem‑resolution skills; ability to probe, listen, and help prospects clarify needs and objectives.
• Client‑centric orientation and mindset; able to manage prospects’ expectations and deliver timely responses.
• PC proficiency with Word, Excel, PowerPoint.

Competitive health and welfare benefits, including company HSA contributions; numerous voluntary benefit choices; superior 401(k) match; tuition reimbursement; company subsidized commuter benefits; generous paid time off, including parental leave; plus more.

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, visit