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
A
trade automation, connectivity and compliance solution, the SunGard
Transaction Network (STN) links institutions throughout the financial
services community to facilitate end-to-end transaction processing.
With
more than 4,500 client firms in 60 countries managing more than $12
trillion, Advent has established itself as a leading provider of
mission-critical applications for investment management operations of
all sizes and strategies.
QUMAS
is a global compliance software company offering a complete Enterprise
Governance, Risk and Compliance solution with over 250 customer
deployments.
Belzberg
Technologies has been at the forefront of the electronic trading
evolution from the very beginning, and continues to provide world-class
service, execution and technology to the securities industry.
