Our client's Wealth Management firm is not just about business — they are about building legacies. Their success stems from a commitment to continuous growth, both for their clients and the team. As a Business Development Coordinator, you'll be at the forefront of this journey, collaborating closely with the seasoned Business Development Manager.
Responsibilities
- Initiate and follow up on all leads into Wealth Management firm
- Responsible for the onboarding activities and tracking clients targeting outreach and efforts.
- Develop and modify as needed process for qualifying prospects.
- Assigning leads to advisors based on given firm parameters.
- Assist with Marketing and BD Managers to ensure consistent lead flow.
- Supports the BD Manager with business development activities, as well as management projects.
- Assist with the development of RFPs.
- Coordinate and arrange client events, meetings, appointments, and conferences.
- Establishing and maintaining effective relationships with customers via email, phone, and in-person.
- Must be comfortable working in collaboration with a team of company personnel, executives and officers; continuously adjusting responsibilities based on input from others.
- Creating and maintaining CRM and mail lists.
- Providing effective administrative support
Skills and Qualifications
- Bachelor’s degree in business, marketing, or related field.
- 3-5 years’ experience in customer service, marketing, or a sales-related field.
- Ability to prioritize and manage workload.
- Must be a self-starter and able to work independently and as a part of a time.
- Strong networking skills.
- Strong knowledge of business and sales growth techniques.
- Exceptional project management skills.
- Strong problem-Solving skills and ability to work well under pressure.
- Clear verbal and written communication skills.
- Enthusiasm for the company and its growth potential.
- Familiarity with SalesForce
Preferred Qualifications
- Sharp negotiation and networking skills.
- Organizational skills.
- Self-driven.
- Problem-solving skills.
Compensation and Benefits
- $70-85k salary plus two company bonuses
- Benefits fully covered for employees.
- A 401(k)-retirement plan with match.