Role Overview
The Business Development Associate participates in the team’s overall business development and marketing, designing and updating tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions.
What You Will Do
Develops and applies strategies to execute the business plan, identifies business opportunities, supports financial advisor practice management, creates potential strategies to enhance client relationships, and engages in strategic planning with other team members.
Why It Might Be a Fit
The successful candidate will be eligible for an annual discretionary incentive compensation award, participate in the relevant business unit’s incentive compensation plan, and may be eligible for a discretionary bonus component.
Requirements
- 5+ years of work experience in a field relevant to the position
- Four-year college degree or professional certification
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Additional product licenses may be required
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
To apply for this job please visit ms.wd5.myworkdayjobs.com.
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