Role Overview
The Business Development Specialist supports the firm’s prospect pipeline across three markets, conducting outreach, lead development, and pipeline administration.
What You Will Do
Conduct consistent outreach to leads and prospects, research and qualify leads, extend Initial Discovery Meeting invitations, and maintain the follow-up cadence for long-term leads.
Why It Might Be a Fit
The ideal candidate has experience supporting advisors, financial planners, and wealth management teams, and is familiar with prospecting high-net-worth individuals and qualifying clients against established investment or asset criteria.
Requirements
- Experience supporting advisors, financial planners, wealth management teams, or professional services organizations
- Familiarity with prospecting high-net-worth individuals and qualifying clients against established investment or asset criteria
- Experience coordinating events, seminars, webinars, or marketing campaigns and converting attendee engagement into business opportunities
- Knowledge of referral-based business development strategies and working with centers of influence such as CPAs, attorneys, bankers, and business consultants
- Experience creating activity reports, scorecards, and performance metrics for leadership review
Benefits
- Competitive pay
- 401(k)
- Health insurance
- Competitive benefits package
- Tuition reimbursement for qualified expenses
To apply for this job please visit jobs.dayforcehcm.com.
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