Wealth Strategy Specialist

The Wealth Strategy Specialist sits within the Marketing and Sales Enablement Team and works with the Head of Sales Enablement and relationship management teams to provide advice and support on new business opportunities, craft RFPs, support lead generation efforts, share business development best practices, and offer sales reporting to senior leadership.Key responsibilities include:Become an expert on our Clients Multi-Family Office and our approach to winning new businessPartner with Multi-Family Office relationship teams on business development for large, complex new business opportunitiesWork with relationship teams to craft RFPs as opportunities arise and oversee response library with support from the broader Sales Enablement teamWork with Sales Enablement and Marketing teams to craft compelling narratives and use creative thinking to help our client differentiate in competitive sales processesAdvise on business development strategies including approach, positioning, differentiation, and any collateral/tools, including tear sheets, case studies, pitchbooks, etc.Create custom materials for new business opportunities showcasing our client's points of differentiation, client service orientation, and comprehensive solutions to helping clients achieve their objectivesPerform lead generation research for relationship teams on targeted prospective clients; work with relationship teams to devise outreach, follow-up, and capture strategiesShare business development (BD) best practices across our client, from one-off insights to presentations on select topic areas that could benefit the broader BD teamsContribute to a monthly sales report that breaks down asset flows, pipeline, and other metrics, for senior leadership; contribute to KPI reports for the Sales Enablement teams' activitiesWork on a variety of additional projects as applicable, including working with RM teams on select client deliverables, etc.Qualifications:BA degree or equivalent work experience5+ years of work experience, with Asset/Wealth Management industry experience highly preferredStrong analytical skills with ability to deliver insightful ideasAbility to develop and build strong relationshipsMust be able to communicate effectively both verbally and in writing, as well as communicate with senior team membersSelf-starter with the ability to juggle multiple projects with deadlines simultaneouslyAttention to detail on all deliverablesStrong proficiency in utilizing Microsoft Office products - namely PowerPoint and ExcelThis role is based in our New York City location and is a hybrid role, with three days per week in office.Seniority levelAssociateEmployment typeFull-timeJob functionFinanceWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.#J-18808-Ljbffr

Created: 2025-03-07