Assist in developing B2B partnerships and marketing strategies for U.S. education services. Working closely with families and managing sales processes to increase outreach and engagement.
About the role
- Business Development Associate supporting wealth management initiatives. Partnering to identify and cultivate new private clients and revenue opportunities for Glenmede.
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.
- Identify and build lists of key influencers, intermediaries and centers of influence in target markets.
- Track prospect contact information for follow-up using Salesforce.
- Maintain and expand the database of prospects for Business Development Team.
- Analyze data to provide reports, access profitability, identify trends and make recommendations.
- Source new sales opportunities through research and follow-up with outbound calls and emails.
- Help organize and execute events for clients and prospects, with an emphasis on follow-up strategies that increase the ROI of the events.
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!
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