Business Development Associate
Cerity Partners is a financial services firm seeking a Business Development Associate to support their business development efforts in Custodial Referral Programs. This role involves coordinating branch meetings, managing outreach to prospects, and facilitating the client onboarding experience while working closely with Business Development Officers.
Responsibilities
- Act as extension of multiple BDOs in the region assigned, moving sales processes forward while BDOs are in the field or traveling within a region
- Coordinate branch meetings
- Field initial inquiries from FCs when BDO is unavailable
- Manage reporting and outreach on stale or hard to reach opportunities
- Assist in collecting and organizing information required to prepare client proposals
- Track client onboarding process with servicing advisor and provide support where necessary
- Ensure data integrity of all active opportunities in CRM and other core systems
- Engage with FCs or Clients to qualify the opportunity and set-up initial meeting between the BDO and FC or Client
Skills
- Bachelor's Degree required, preferably in Finance, Business, Economics or a related field
- 1 – 4 years of work experience in a related field or role
- Experience supporting or participating in business development or a sales process
- Ability to work full time from a company location (3-4 days in office per week) and travel on a limited basis
- Prior exposure to RIA, Broker Dealer or Custodial Platforms (e.g., Schwab, Fidelity, Pershing) a strong plus
- Working towards or have secured Securities Industry Essential (SIE) Exam, Series 65 or other industry certifications
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Company Overview