Business Development Associate (Capital Markets / ...

• Effectively develop relationships with Alternative Sales teams Advisors, Branch Managers and financial advisors to promote business-building ideas and services • Develop new relationships, maintain and broaden existing relationship with financial advisors in assigned market segment and geographical territory through targeted prospecting activities • Maintain a high level of expertise related to the capital markets, the investment management industry, and marketplace developments • Speak with Financial Advisors directly and proactively establish rapport and create interest in product(s) • Profile advisors and how to help them increase their business • Learn, know and be able to present all focus products and value-added pieces • Develop and implement a sales plan to capture opportunities in the most efficient and cost-effective way • Proactively identify prospects and work autonomously to manage them to closure • Deliver sales literature and sales ideas to facilitate sales process and enhance Advisor relationships • Use cross-function utilization for our partner needs (as it pertains to sales documentation and/or marketing materials). • Utilize data, market trends, and industry knowledge to formulate a strategy to maintain and increase assets Requirements Bachelor's degree in business, finance, or related field • Series 7 • 4-7 years of asset management sales experience • Exceptional knowledge of markets and business acumen to influence decision-makers • Proven track record of meeting or exceeding predetermined key goals • Polished presence, effective listening, client preparedness, and presentation skills • Professional characteristics reflecting curiosity, empathy, and enthusiasm coupled with a solution-based drive to meeting highly accountable results • Excellent interpersonal and relationship management skills, a true team player • Ability to work independently and adapt quickly and resourcefully to changing situations • Proven planning and organization skills • Knowledge of HubSpot

Created: 2024-10-29