Sr. Business Development Coordinator

Our client's Wealth Management firm is not just about business — they are about building legacies. Their success stems from a commitment to continuous growth, both for their clients and the team.

As a Business Development Coordinator, you'll be at the forefront of this journey, collaborating closely with the seasoned Business Development Manager.

Responsibilities

• Initiate and follow up on all leads into Wealth Management firm
• Responsible for the onboarding activities and tracking clients targeting outreach and efforts.
• Develop and modify as needed process for qualifying prospects.
• Assigning leads to advisors based on given firm parameters.
• Assist with Marketing and BD Managers to ensure consistent lead flow.
• Supports the BD Manager with business development activities, as well as management projects.
• Assist with the development of RFPs.
• Coordinate and arrange client events, meetings, appointments, and conferences.
• Establishing and maintaining effective relationships with customers via email, phone, and in-person.
• Must be comfortable working in collaboration with a team of company personnel, executives and officers; continuously adjusting responsibilities based on input from others.
• Creating and maintaining CRM and mail lists.
• Providing effective administrative support

Skills and Qualifications

• Bachelor’s degree in business, marketing, or related field.
• 3-5 years’ experience in customer service, marketing, or a sales-related field.
• Ability to prioritize and manage workload.
• Must be a self-starter and able to work independently and as a part of a time.
• Strong networking skills.
• Strong knowledge of business and sales growth techniques.
• Exceptional project management skills.
• Strong problem-Solving skills and ability to work well under pressure.
• Clear verbal and written communication skills.
• Enthusiasm for the company and its growth potential.
• Familiarity with SalesForce

Preferred Qualifications

• Sharp negotiation and networking skills.
• Organizational skills.
• Self-driven.
• Problem-solving skills.

Compensation and Benefits

• $70-85k salary plus two company bonuses
• Health benefits fully covered for employees.
• A 401(k)-retirement plan with match.