Barclays Global Investors (BGI) is America's largest money manager, providing structured investment strategies such as indexing, risk-controlled active products, and exchange traded funds to investors worldwide.
For 35 years, BGI has been at the forefront of developing innovative investment ideas, applying science and technology to the investment process. Headquartered in San Francisco and named one of the SF Business Times' ''Best Places to Work in the Bay Area 2007, '' the Barclays PLC subsidiary employs over 3,500 people globally and manages $2 trillion in assets.
This is an opportunity to work with iShares: the world’s most comprehensive family of exchange traded products with more than 190 exchange traded funds and exchange traded notes offered globally. We are seeking high energy, self-motivated Business Development Associates (BDA) to build and grow client relationships with Registered Investment Advisors (RIA) as a key member of a Business Development Team within the RIA channel of the US-Intermediary Investor Business (IIB) group. The primary target audience will be RIAs including large asset managers, wealth managers and financial.
Primary Responsibilities
The BDA serves as the central point of contact for the team. As a member of the team, a BDA will actively participate in the business management and territory planning with the Business Development Officer (BDO) and Regional Sales Associate (RSA).
Develop and grow advisor relationships with a specified segment of the territory’s advisors
Work with prospective and existing clients to provide customized solutions through needs-based profiling
Develop and leverage key internal relationships to aid in providing solutions to advisors
Work with BDO and RSA to maximize territory sales coverage
Joint and solo travel within territory (in-person meetings and conference attendance)
Develop call campaigns and client targets
Exchange sales ideas with other channels within US IIB Group
Set up face to face meetings for the BDO
Promote attendance at all BGI roadshows and conferences
Focus and support all key initiatives and campaigns; report key findings
Manage day-to-day operational duties (i.e. manage and track sales lead flow, manage and maintain existing and prospect client databases, report weekly activities and accomplishments, etc. )
Qualifications
BA/BS degree required
3+ years of experience in mutual fund or brokerage industry
NASD Series 7, and 63 or 65 required
Ability to develop relationships with advisors and position investment ideas and other value-add services generating sales and assets
High energy, motivated individual, committed to excellence
Strong phone selling skills
Solid presentation skills both on the phone and in-person
Ability to work in a team environment
Exceptional verbal and written communication skills
Solid MS Office skills, including: Word, Excel, and Outlook. Experience with web-based technology
