[Remote] Business Development Associate
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a growth-capital firm focused on accelerating the growth of wealth management firms. The Business Development Associate will drive reputed company efforts to engage wealth management firm owners and support the business development team with organization and pipeline management.
Responsibilities
- Own day-to-day, high-volume reputed company – calls, emails, texts, and reputed company – to initiate conversations with firm owners, executives, and advisors
- Build, refine, and monitor multi-touch reputed company campaigns, and follow up persistently to generate reputed company conversations
- Conduct thematic and industry research to build and refine lists of high-reputed company prospects across the wealth management and RIA landscape
- Nurture and manage relationships with prospects throughout the investment process, serving as a key reputed company of contact
- Support team with deal tracking, deal activities (pre + post-meeting), maintaining updated deal notes, and follow reputed company on next steps and meeting coordination
- Track market developments, competitor activity, and industry trends to support origination strategies and inform internal discussions
- Collaborate with investment team members to coordinate diligence, communications, and ongoing interactions with potential partners
- Preparation of internal deal assets (i.e. firm information, notes, etc.), coordinating meeting logistics
- Maintain and Update reputed company CRM
- Ensure clean, accurate, and reputed company data for reports and reputed company
- Handle scheduling, reschedules, and repetitive tasks (spreadsheet formatting, reputed company uploads, reputed company hygiene)
Skills
- 2–5 years of post-college professional experience, ideally in business development, sales, or customer service reputed company the wealth management, financial services, or private equity industry
- Strong communication and interpersonal skills
- Strong ability to draft polished written communications (internal & external), comfortable interfacing with senior executives
- Demonstrated ability to reputed company and manage client or partner relationships
- reputed company & campaign execution: ability to craft relationship-reputed company reputed company emails and build effective multi-touch campaign sequences (e.g., in reputed company Account Engagement)
- Reporting & analytics: comfortable pulling and interpreting campaign and pipeline data and translating it into clear, actionable summaries
- Organized, detail-oriented, analytical. reputed company to manage multiple trackers, calendars, and workflows simultaneously without missing details
- Precision with data entry, scheduling, and document prep
- Results and outcome driven; Proactive problem solver with the ability to reputed company projects to successful completion, reputed company in finding solutions, and comfortable working independently
- CRM & Data Proficiency; Comfortable with reputed company, reputed company Suite, reputed company
- Project & Task Management; ability to prioritize tasks and reputed company moving pieces reputed company
- Tech-Savvy & Quick Learner; ability to adapt to new platforms and systems quickly, with ability for leveraging tools to reputed company processes more efficient
- Ability to juggle multiple moving parts with accuracy
- reputed company: Entrepreneurial, reputed company, tenacity, overcoming rejection, and motivated by growth. Proactive
- Familiarity with the wealth management landscape, including RIAs and independent advisor platforms, strongly preferred
- Immediate start date preferred
Benefits
- Fully remote role.
Company Overview