The Business Development Associate will provide support for both Business Development/Client Relationship initiatives. This position will focus primarily on sales and service for plan sponsors, consultants and insurance companies.
Job Responsibilities
The Business Development Associate (BDA) serves as the central point of contact for the Institutional team. As a member of the team, an BDA will: • Maintain intensive and extensive telephone and written contacts with current clients. Contacts include consultants, plan sponsors and insurance companies. • Assist with penetrating existing client base looking for new business opportunities. • Field, respond and accommodate day-to-day client requests regarding procedures, funding activities, billing issues, contractual issues and new assets. • Prospect for new accounts. • Assist Business Development Officers in developing consultative relationships with current clients. • Attend client meetings as required. • Coordinate and structure presentation materials for client meetings. • Expand knowledge of products, services and sales techniques to provide consistently improved assistance – especially gain iShares knowledge. • Oversee client contact via CRM.
Qualifications
• BA/BS degree required; Economics, Finance or Accounting degree highly desirable. • 3-5 years of directly related experience. • FINRA Series 7 and 63 licenses required. • Strong analytical ability, maturity and judgment in dealing with institutional clients. • High energy, motivated individual. • Commitment to excellence. • Exceptional verbal and written communication skills. • Ability to work in a team environment. • Solid knowledge of Microsoft Word, Excel, Outlook, PowerPoint and 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.
