Job Purpose: 

  • In this role the Business Development Associate will work in a proactive sales role supporting S and P Investment Advisory Services (SPIAS) with a focus on the Broker Dealer (BD) and Registered Investment Advisor (RIA) channels
  • These services are geared to the retail advisor and external wholesaling segment
  • You will be generating new business by gathering assets from existing clients and starting new relationships with new financial advisors through leads and call campaigns
  • They will also be tasked with educating and discussing investment strategies with external wholesalers and financial advisors.

Your Responsibilities:

  • Develop deep understanding of key accounts, products, platforms, SPIAS investment strategies, and competitive landscape
  • Proactively contact clients, build relationships, and gather and retain assets
  • Document and follow up on sales leads generated by inbound calls and website
  • Conduct in-person meetings and conference calls to discuss strategies with clients
  • Ensure compliance with internal and external rules, policies and procedures as well as regulatory requirement
  • Maintain and update CRM (Salesforce.com) system with relevant activities.

Skills and Qualifications:  

  • Bachelors degree required
  • Strong presentation, communication, and organization skills required
  • Proven planning, writing, presentation skills, and client-service focus and a must
  • Minimum of 3 to 5 years related experience in asset management industry in a sales or wholesaling function – ideally working at a Third Party Investment Strategist or Turnkey Asset Management Program firm
  • Knowledge of asset allocation strategies and equity strategies or experience with the sales of other financial products – Mutual Funds, Fund of Funds, ETFs, Separately Managed Accounts, Variable Annuities
  • Understand how investment product manufacturers (e.g. Insurers, Asset Managers, Turnkey Asset Management Programs) interact with distributors (e.g. BDs, RIAs)
  • Familiarity with Salesforce.com a plus.

Source: for more information click here.

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