Wealth Business Development Associate II

Role Overview

Support the strategic growth of business development objectives of the Wealth team by driving and coordinating business development initiative, events, marketing programs, customer engagement activities, and strategic projects across Wealth lines of business.

What You Will Do

Manage multiple strategic projects simultaneously, coordinate stakeholders, timelines, deliverables, and follow-through from planning through completion. Plan and facilitate business development meetings and strategic working sessions, including scheduling, agenda development, meeting preparation, facilitation, documentation and follow-up.

Why It Might Be a Fit

The ideal candidate will have a Bachelor’s degree in Business, Marketing, Communications, Project Management, or related field, and a minimum of 3-5 years’ experience in business development, marketing, project management, event strategy and execution, or a related field.

Requirements

• Bachelor’s degree in Business, Marketing, Communications, Project Management, or related field
• Minimum of 3-5 years’ experience in business development, marketing, project management, event strategy and execution, or a related field
• Strong project management, organization, analytical, and problem-solving skills
• Strong written and verbal communication skills, including the ability to develop executive-ready presentations, agendas, reports and business communications
• Strong relationship-building and collaboration skills, with the ability to effectively work with and influence senior leaders and cross-functional teams
• Experience with Salesforce, CRM platforms, data analysis, or business development tools
• Experience managing budgets, vendors, procurement, sponsorships, and external business partners
• Strong Microsoft Office skills, including PowerPoint, Excel, Word and Outlook

Benefits

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance