Trust Business Development Officer managing trust and fiduciary relationships and expanding business opportunities for Thrivent. Collaboration with internal teams and training development for advisors involved in fiduciary services.
About the role
- Business Development Intern at Lumanity supporting marketing rollout and business development activities. Ensuring effective collaboration with growth teams and delivering on important project metrics.
Responsibilities
- Support the new business development drive for the practice
- Support delivery of action plans to develop/maintain core NBD resources incl. case studies, biographies, therapy area slides, capability toolkits
- Support development of a quarterly report of NBD metrics
- Supporting the BD workflow across Hubspot, Salesforce, NetSuite and the MSC excel tracker
- Support proactive NBD outreach through use of BD tools, weekly Central BD/Growth team meetings
- Support management of RFP/RFI materials between Teams and Egnyte
- Support our winning pitch approach and culture
- Support the implementation of Salesforce for the practice including but not limited to upload and download of our Excel tracker; data entry into Excel and/or Salesforce; maintenance of our Excel NBD tracker
- Support rollout of marketing activities designed to elevate the awareness and reputation of the practice: Support impactful implementation of thought leadership including team communications and client dissemination toolkits
Requirements
- Must be a rising senior or graduate at an accredited college or university.
- A strong career interest in healthcare communications, advertising, life sciences, and/medicine
- Must have relevant classes, experience, and/or internship experience
- Should be highly organized with an ability to adapt quickly to changing priorities and simultaneously handle multiple projects with total accuracy and attention to detail
- Should be able to meet deadlines and juggle multiple priorities
- Must thrive in an environment of rapid change
- Must be legally authorized to work in the United States or the United Kingdom
- Maintain a professional attitude internally and with clients/prospects, even in challenging situations
- Maintains client confidentiality at all times
- Ability to evaluate, interpret and analyze both written and verbal communications
- Flexible, deadline oriented, and ability to work as part of a multifunctional team
- Ability to quickly and amicably respond to changing needs and conditions
- Ability to evaluate, interpret and analyze both written and verbal communications
- Working knowledge of Microsoft Office Suite
Benefits
- Summer internship program
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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