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Business Development Associate
3 months ago
Job DescriptionAn excellent opportunity for an individual with a desire to build a sales career and eager to gain experience in the financial services industry.
Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight.
Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.
Position DescriptionReports to:
Tom Guinane, Principal and Business Development ManagerBenefits: YesStatus:
Full Time:
M-F 8:00-5:00pmDate: ImmediatelyWork environment: Flexible WFH (50%/month) but should enjoy being in the officeJob SummaryThe Business Development Associate (BDA) is an integral member of the fast-paced, growth-focused Business Development team, supporting the CGO and BD Principals.
The ideal candidate for this role will have a future ambition to a career in financial services business development, as this role is intended to be a pathway to the Business Development Principal role.
Above all, the BDA must be committed to being a key contributor to a winning team and must be both flexible and motivated to contribute to the team's success however possible.
Duties and Responsibilities Prospect and Sales Meeting Preparation:
Develop sales materials (meeting presentation decks and prospect proposals), in collaboration with the BD principal, Financial Advisor, and Associate FASupport the BDPs in coordinating meeting logistics, including delivering video-conferencing links and/or physical meeting materials.
Facilitate prospect meeting follow-up actions Coordinate with outside referral partners to facilitate the sales process (gathers statements, account numbers, etc.)Create leads in CRM and update sales opportunities as the sales cycles progressProspect & Referral Partner Engagement:
Make initial calls to Summitry-generated leads to qualify, build interest, and set a meeting for BDPOversee proactive outreach programs Engage with Referral Partners to develop relationships and drive lead-generationReporting and
Internal Systems:
Generate and distribute reports Maintain updated models in risk analysis software and master proposal documentBuild ad hoc sample portfolios for use in prospect meetingsGenerate the referral partner report cards quarterlyBD Event Planning and other Miscellaneous:Manage on-site, off-site, and virtual event planning: logistics, location, food, A/V technology, presentation (content development and final product), and event follow-up actions (post-event email campaigns, risk analysis software actions, prospective client outreach)
Oversee meeting logistics (book custodian branch conference rooms, handle food orders for prospect/client lunches, orchestrate all logistics of Lunch & Learns)Track and report on referrals and thank you gift process for existing referral and COI relationships QualificationsCollege degree required1-2 years of experience in sales support, administrator, or similar roleDesire to build a career in Financial Services and specifically in Business DevelopmentExcellent communication, organization, interpersonal skills, and phone etiquetteStrong administrative and computer skills using MS Office products (Outlook, Word, Excel, PPT) and a CRMAbility to work in a high-energy environment as a team playerStrong attention to detail and ability to follow through on projects effectivelyAbility to multi-taskStrong interpersonal skills and a professional demeanorProactive, team player, self-starter, and desire to put the client's best interests first Key competencies:
Drives results, customer focus, collaborates, resourcefulnessSalary and BenefitsThe expected base salary for this position will range from $65-90K plus eligibility (after 6 months) for a bonus.
Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.Medical, dental, and vision coverage, Flexible Spending Account/Health Savings Account and 401K planMore details:
Company Culture and ValuesAt Summitry, our mission is to help families thrive through the unique set of opportunities and challenges posed by life in the Bay Area
(Translation:
we help you live your best Bay Area life).Our core values are the most important aspect of our culture. They reflect the values of our leaders and people, and we are committed to pursuing them daily.
Our culture reflects our values in the way we treat each other:
CARE - we care for each other, our clients, and our communityGROW - we have an intrinsic desire to grow ourselves and our firmDRIVE - we are fiercely driven to achieve our goals and those of our clientsWhile having an impressive resume is a plus, Summitry strives to find not only top talent but the "right" talent.
We're proud of the culture we've built, and we seek individuals who are not only excited about their role and responsibilities but also demonstrate our values and desire to contribute towards the growth of our firm.
Summitry, LLC is an Equal Opportunity Employer