Business Development Associate (Capital Markets / Alternative Sales)

• 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

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