Business Development Associate

About The Company Our client is a private investment firm with more than $100 billion in assets under management, focused on real estate and alternative investments across high-growth markets.

Responsibilities

• Assist the sales team across all stages of the sales cycle from prospecting and discovery to implementation and ongoing relationship management
• Support activity tracking and execution for all communication throughout the sales cycle
• Create, update, and maintain profiles including relevant call reports to ensure relationship continuity
• Assist in profiling prospects, scheduling appointments, and coordinating client dinners or events
• Contribute to the design and execution of marketing campaigns
• Prepare and distribute daily, weekly, and monthly team activity and performance reports
• Assist with ad hoc projects as assigned

Requirements

• Bachelor’s degree required
• 2-4 years of business development experience
• Experience within financial services a plus
• FINRA Series 7 and 63 required or ability to obtain
• Strong interpersonal skills
• Experience with CRM systems

Salary Range $130,000-$175,000