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
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