Access to Capital Business Advisor

3 weeks ago

Stamford, United States Womens Business Development Council Full time

**Overview**
The Women’s Business Development Council (WBDC) is seeking a small business expert to serve as
its part-time Access to Capital Advisor, based in our Hartford office.

The Business Advisor has a multi-faceted role within the Client Services Team. They are responsible
for developing and delivering relevant, cutting-edge, quality entrepreneurial programs and services
focused on all aspects of Access to Capital to WBDC clients to achieve optimal economic impact
outcomes. The Access to Capital Business Advisor will be responsible for educating clients and staff
on the elements of financial management and accessing capital for businesses of all sizes. Key
knowledge areas include: financial accounting, access to capital from traditional and nontraditional
sources, preparing to access capital, and helping clients to identify the right source of capital for them
and their business, etc.

This person will also be responsible for engaging clients, volunteers, and the community. This position
is a key contributor for enhancing and maintaining WBDC’s strategic competitiveness as the preferred
provider of entrepreneurial training in Connecticut. The Access to Capital Business Advisor will report
to WBDC’s Capitol Region Program Manager.

This is a full time role. At least two days/week will be worked from our Hartford office, and the
remaining days can be done remotely. Occasionally, evening or weekend work may be required.
Travel around the state and to our offices in Stamford, Waterbury, New Haven, and New London, as
well as other locations across Connecticut, will be required on a regular basis. The salary range for the
role is $70,000 to $75,000 plus benefits, commensurate with experience.

**Duties and Responsibilities**
- Develop, enhance, and deliver WBDC’s Access to Capital program, in collaboration with other

business advisors; recruit guest speakers and advisors; counsel and guide clients on financing
topics and strategy; advocate and encourage business plan development; review business
plans and provide clients with constructive, actionable feedback
- Enhance and deliver WBDC entrepreneurial Access to Capital programming through live and

on-demand training and one-on-one business advising
- Advise and assist clients on all aspects of launching and/or scaling a small business and

financial management
- Enhance existing offerings and develop new programs to address changing client needs and

economic conditions for new and established business owners
- Develop/maintain working knowledge of LivePlan, an online business planning tool to utilize in

classes and counseling sessions
- Develop/maintain working knowledge of micro enterprise and small business programs in

Connecticut and nationally
- Develop/maintain a working knowledge of latest tools available to provide entrepreneurs with

enhanced financing opportunities to build their businesses
- Assist Program Team with WBDC’s grant programs, including providing pre
- and post-funding

and collect outcomes
- Complete required data for compliance on a timely basis, within 48 hours after each class/

counseling session; collect client evaluations and testimonials; contribute to client success
stories
- Develop and maintain relationships with community partners and lenders around Connecticut
- Engage financing programmatic volunteers; develop and maintain relationships with volunteers,

including vetting volunteer instructors, counselors, and advisors; work with team to ensure
seamless tracking and reporting
- Maintain confidentiality and professionalism in all client interactions
- Represent and assist at WBDC programs and events
- Represent WBDC at partner events and meetings
- Other duties as assigned**
**Qualifications**:

- Bachelor’s Degree in business, marketing, or relevant field; Master’s in Business Administration or
- related field preferred- Minimum 8 years professional experience in the fields of small business management, finance,

banking, lending, economic development, or micro-enterprise, with experience delivering training
and counseling/coaching to small business owners strongly preferred
- Finance experience
- Knowledge of current financing trends and best practices
- Knowledge of food businesses a plus
- Experience in community outreach
- Experience working with diverse communities or underserved populations
- Excellent communication, writing, organizational and decision-making skills
- Excellent presentation/public speaking skills to small groups in person and virtually
- Proficiency with Microsoft Word, PowerPoint, Excel and Outlook
- Sensitive to the needs of a diverse client base
- Availability to work occasional evenings and/or weekends as needed
- Fluency in English required, Spanish a plus
- Must have own transportation as this position requires travel between locations

**About Us**
Headquartered in Stamford with regional offices in New Haven, Hartford, Waterbury and New London,
the Women’s Business Devel

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