Business Development Associate

Role Overview

As a Business Development Associate, you will play an integral role in building a consistent, scalable business development function across the firm. You will partner with leadership and teams across the organization to streamline the sales process, improve efficiency and accountability, standardize prospecting materials, and help build the infrastructure, tools, and reporting needed to support sustainable growth.

What You Will Do

Responsibilities include, but are not limited to, the following: Help design, document, and continuously improve a company-wide business development and sales process, Coordinate business development activity across the department and offices, Develop standardized templates, presentations, pitch materials, capability overviews, meeting preparation materials, follow-up communications, and other prospecting resources, etc.

Why It Might Be a Fit

Must-Haves: Minimum three (3) years of experience in business development, sales operations, relationship management, marketing, financial services, or a related professional services environment, Demonstrated ability to organize and improve processes, workflows, and systems across multiple markets, Strong written and verbal communication skills, etc.

Requirements

• Minimum three (3) years of experience in business development, sales operations, relationship management, marketing, financial services, or a related professional services environment
• Demonstrated ability to organize and improve processes, workflows, and systems across multiple markets
• Strong written and verbal communication skills
• Strong project management and organizational skills
• Proficiency in Microsoft Office, particularly PowerPoint, Excel, Word, and Outlook; experience working with CRM systems
• Ability to work collaboratively across markets, build consensus, and follow through on initiatives with limited oversight
• Strong attention to detail, sound judgment, and a service-oriented mindset in a regulated and relationship-driven environment

Benefits

• 90% employer-paid medical coverage
• Dental and vision plans available at employee cost
• Employer-supported 401(k) safe harbor contribution
• Employee Stock Ownership Plan (ESOP)
• Generous PTO
• Paid holidays
• Hybrid policy (3 days/month)
• Access to mental health resources and wellness initiatives