We are seeking high energy, self-motivated Business Development Associates to build and grow relationships with financial advisors and portfolio managers within key focus accounts as a member of a Business Development Team within the Private Wealth Management channel of the US-Intermediary Investor Business group.
Job 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).
- Develop and grow relationships with a specified segment of the territory’s clients - 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 closely with BDO to maximize territory sales coverage - Develop call campaigns and client targets - Exchange sales ideas with other channels within US IIB Group - Ability to provide comprehensive and customized data analysis - Follow up on BDO High Value meetings - Meets the minimum activity standards - Joint and solo travel within territory (in-person meetings and conference attendance) - Ability to speak in front of a customer group and field questions and objections - 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 thrive in a team environment - Exceptional verbal and written communication skills - Solid MS Office skills, including: Word, Excel, and Outlook. Experience with web-based technology - Strong character references - Clean U-4
