Managing Director, Sr. Business Development Officer at CIBC spearheading new equipment finance client relationships. Collaborating with teams to manage loan and lease portfolios across the United States.
About the role
- Business Development Associate supporting client acquisition, revenue growth, and market research at Glenmede, a wealth management company. Collaborating in a hybrid work environment at the Beachwood, OH office.
Responsibilities
- Support the Business Development Team in implementation of a business plan and business development strategy
- Assist in identifying and attracting new revenue from high-net-worth individuals, families, and endowments and foundations, including taking responsibility for documenting new opportunities in Salesforce
- Identify and build lists of key influencers, intermediaries and centers of influence in target markets and properly document findings
- Track prospect contact information for follow-up using Salesforce
- Maintain and expand the database of prospects for Business Development Team
- Maintain history of business development activity and call data
- Analyze data to provide reports, access profitability, identify trends and make recommendations
- Obtain all required documentation, prepare, submit, and monitor New Business Acceptance and Fee Exception Forms
- Source new sales opportunities through research and follow-up with outbound calls and emails to establish meetings for the Business Development Team and schedule follow-up appointments with Business Development Officers
- Help organize and execute events for clients and prospects, with an emphasis on follow-up strategies that increase the ROI of the events.
- Take an engaged role in firm-wide and private wealth group initiatives and projects, including technology integration, enhanced client service and increased productivity; take responsibility for implementing conclusions.
Requirements
- Bachelor’s degree
- Up to 5 years of experience required preferably within financial services, fiduciary, wealth management or the investment arena
- Strong self-starter demonstrating initiative and resourcefulness
- Proven communication skills, analytical ability, consultative, problem resolution skills; ability to probe and listen to help prospects clarify needs and objectives
- Ability to gather and present data to evaluate and develop action next steps
- Client-centric orientation and mindset, able to stay on top of prospect needs and initiate or prepare a timely response
- Ability to manage prospects' expectations
- PC proficiency, including Word, Excel, PowerPoint.
Benefits
- Competitive health and welfare benefits, including company HSA contributions
- Numerous voluntary benefit choices available
- Superior 401k match
- Tuition reimbursement
- Company subsidized commuter benefits
- Generous paid time off, including parental leave
- Plus more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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