Business Development Associate
2 weeks ago
FundFire - Job Blast: Business Development Associate (Hybrid Wholesaler)
Login
Business Development Associate (Hybrid Wholesaler)
Community Capital Management, LLC
Fort Lauderdale, FL or Remote
Jun. 22, 2023
FORWARD
PRINT
Job Description
The role of the Business Development Associate (BDA) is to serve as a Hybrid Wholesaler, focusing on building sales momentum and providing client service support for mutual funds, ETFs, and separately managed accounts within a specific territory. The BDA's primary responsibilities include working directly with intermediaries, such as financial advisers, to cultivate relationships, deliver sales presentations, and offer superior client service.
The BDA will actively engage in outreach efforts, both through phone calls and in-person meetings, to connect with financial advisers and present CCM products. They will educate prospective clients about the features and benefits of CCM products as well as address any inquiries or concerns. Additionally, the BDA will identify new sales opportunities and contribute to the launch of new products or marketing campaigns.
In addition to their direct client interactions, the BDA will support the sales and marketing initiatives of the organization. This may involve collaborating with other members of the Business Development team, maintaining knowledge of assigned territories, investment products, and ongoing marketing campaigns. The BDA will also proactively seek new business opportunities wherever possible.
Communication with clients primarily occurs through phone calls, emails, and web conferencing. However, the BDA will also spend some time meeting face-to-face with prospects and clients outside the office. This position requires a strong understanding of the assigned territories, investment products, and the ability to provide exceptional client service.
Overall, the Business Development Associate plays a crucial role in driving sales, maintaining client relationships, and supporting the business development efforts of CCM.
Primary responsibilities:
Prospect and Drive Sales: The BDA will actively seek out and pursue sales opportunities at various financial institutions, including wirehouses, independent registered investment advisers (RIAs), broker/dealers, and other relevant entities. This involves identifying potential clients and engaging in sales activities to promote CCM products.
Target Larger Distribution Opportunities: The BDA will focus on identifying and targeting larger distribution opportunities within their assigned territory. This entails recognizing potential clients or channels that can significantly impact sales growth and prioritizing efforts towards capturing those opportunities.
Provide Marketing Materials: The BDA will assist the senior sales staff by providing marketing materials or any other resources requested. This may involve sharing product information, brochures, presentations, or other collateral that supports the sales process.
Collaborate with Business Development Team: The BDA will work closely with other members of the business development team to share knowledge and insights about the local market. This collaboration facilitates a comprehensive understanding of the territory, target clients, and industry trends, enabling more effective sales strategies.
Maintain Product Knowledge: The BDA is expected to possess a high level of product knowledge. This knowledge empowers financial advisors and clients, enabling them to make informed investment decisions. Staying updated on product features, performance, and industry trends is crucial in delivering value-added support and guidance.
Conduct Proactive Calls: The BDA will proactively initiate and conduct a variety of calls on a daily basis. These include thank you calls, sales campaigns, follow-up calls, and others aimed at nurturing relationships, generating leads, and driving sales.
Utilize SalesForce CRM System: The BDA will utilize the SalesForce Customer Relationship Management (CRM) system to execute their business plan effectively. This involves leveraging CRM functionalities to manage and track relationships, opportunities, and activities, ultimately fostering new connections and providing exceptional customer service.
Conduct Meetings: The BDA will conduct meetings of various types, including webinars, group sessions, seminars, one-on-one meetings, and conferences. These meetings serve as platforms for presenting CCM products, addressing client needs, providing education, and building relationships with financial advisors and clients.
Attend Industry Conferences: The BDA will participate in industry conferences relevant to their target market. This involvement offers opportunities to network, stay updated on industry trends, and coordinate group or one-on-one meetings with prospects or existing clients.
Travel: The BDA will travel at least one to two times per month to visit prospects and/or clients within their assigned territory. Face-to-face interactions are valuable in establishing and nurturing relationships, understanding client needs, and providing personalized support.
Qualifications:
At least 3 years of sales or relationship management experience, preferably in a sales support function at an asset manager
Undergraduate degree
Strong knowledge of fixed income investments
Strong communication skills including the ability to deliver persuasive, concise, and well-organized presentations and messages
Ability to create, build and maintain relationships with financial advisors and other intermediaries in a fast-paced environment with a high level of professionalism
Excellent listening skills as well as the ability to identify opportunities and suggest creative solutions
Strong time management and organizational skills
Ability to thrive in an independent, challenging, and collaborative sales environment
Possess understanding of investment fundamentals (capital markets, modern portfolio theory and asset management performance analysis)
How To Apply
For consideration, please send cover letter and resume to jobs@ccminvests.com;
reference “Business Development Associate” in the subject line.
FORWARD
PRINT
Advertise A Job
Most Popular
View Most Popular Content
Merrill Names New Alts Head
Envestnet Takes Minority Stake in New Asset Mgmt Shop
iCapital Expands Platform to Add Managers' White Label Strategies
Neurodiversity Often Overlooked in Manager DEI Efforts
Firms Add Fertility, Caregiving Benefits to Support Female Workers
Recaptcha requires verification.
Privacy
-
Terms
protected by
reCAPTCHA
Privacy
-
Terms
#J-18808-Ljbffr
-
Business Development Associate
1 week ago
Fort Lauderdale, United States Ignites Full timeIgnites - Job Blast: Business Development Associate (Hybrid Wholesaler) Login Business Development Associate (Hybrid Wholesaler) Community Capital Management, LLC Fort Lauderdale, FL or Remote Jun. 22, 2023 FORWARD PRINT Job Description The role of the Business Development Associate (BDA) is to serve as a Hybrid Wholesaler, focusing on building sales...
-
Business Development Representative
3 hours ago
Fort Lauderdale, United States Arrow Electronics Full timeJob Overview: We are seeking an energetic, dynamic, and client-focused Business Development Representative to help us launch and grow our new Solutions Team. This hybrid role offers a unique opportunity for innovative and entrepreneurial-minded individuals to help shape an exciting new venture. The ideal candidate will be responsible for strategically...
-
Business Development Coordinator
3 weeks ago
Fort Lauderdale, United States Stiles Full timeVersatile and initiative-taking professional, the Business Development Proposal Coordinator reports to and receives assignments primarily through the Business Development Manager, but will also assist the Business Development Vice President, Directors, and other senior Construction staff. Working under minimal supervision, the proposal coordinator takes on...
-
Business Development Coordinator
3 weeks ago
Fort Lauderdale, United States Stiles Full timeVersatile and initiative-taking professional, the Business Development Proposal Coordinator reports to and receives assignments primarily through the Business Development Manager, but will also assist the Business Development Vice President, Directors, and other senior Construction staff. Working under minimal supervision, the proposal coordinator takes on...
-
Business Intelligence Developer
2 weeks ago
Fort Lauderdale, United States Brilliant Full timeThis role is Contract to hire (Hybrid) Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect. Business Intelligence Developer (BID) are responsible for developing projects using complex T-SQL language and Microsoft SQL Server Integrated Services. They are also responsible for assisting...
-
Business Development Director
2 weeks ago
Fort Lauderdale, United States Watches of Switzerland Group PLC Full timeDirector, Business Development The Business Development Director oversees the creation and implementation of the business development strategy in the US. This includes identifying new business opportunities, developing relationships with potential partners, and overseeing the development and execution of business plans. The Business Development Director...
-
Marketing Associate
2 weeks ago
Fort Lauderdale, United States Hernandez Construction & Development Full timeJob SummaryThe Marketing Associate supports the Marketing Manager with the development and implementation of key marketing strategies and account-based and targeted marketing campaigns across all channels including email, social media, and company & websites. The responsibilities include preparing and managing social media activity, tracking, coordinating...
-
Marketing Associate
1 week ago
Fort Lauderdale, United States Hernandez Construction & Development Full timeJob Summary The Marketing Associate supports the Marketing Manager with the development and implementation of key marketing strategies and account-based and targeted marketing campaigns across all channels including email, social media, and company & websites. The responsibilities include preparing and managing social media activity, tracking, coordinating...
-
Marketing Associate
3 weeks ago
Fort Lauderdale, United States Hernandez Construction & Development Full timeJob SummaryThe Marketing Associate supports the Marketing Manager with the development and implementation of key marketing strategies and account-based and targeted marketing campaigns across all channels including email, social media, and company & websites. The responsibilities include preparing and managing social media activity, tracking, coordinating...
-
Marketing Associate
2 weeks ago
Fort Lauderdale, United States Hernandez Construction & Development Full timeJob SummaryThe Marketing Associate supports the Marketing Manager with the development and implementation of key marketing strategies and account-based and targeted marketing campaigns across all channels including email, social media, and company & websites. The responsibilities include preparing and managing social media activity, tracking, coordinating...
-
Business Development Specialist
5 days ago
Fort Lauderdale, United States Paramount Residential Mortgage Group Full timeOverview: Responsible for directing, conducting, and implementing business development consistent with corporate plans, and strategies. Special concentration on motivational, technical, sales, customer service, management, and clerical skills. Essential Job Functions: Communication: Develops strategic plan to expand business presence in market ...
-
Business Development Representative
3 weeks ago
Fort Lauderdale, United States TaxFam Full timeJob DescriptionJob DescriptionSalary: $20 - $25 Hourly DOEWe are seeking a highly motivated and results-driven Business Development Representative to join our team. The ideal candidate will have a proven track record of generating new business and building relationships with clients. As a Business Development Representative, you will be responsible for...
-
Business Intelligence Developer
2 weeks ago
Fort Lauderdale, United States CareerBuilder Full timeThis role is Contract to hire (Hybrid) Business Intelligence Developer (BID) are responsible for developing projects using complex T-SQL language and Microsoft SQL Server Integrated Services. They are also responsible for assisting business teams in making critical business decisions through the development of reports/dashboards. Ultimately, their goal is to...
-
Business Development Manager
5 days ago
Fort Lauderdale, United States Paramount Residential Mortgage Group Full timeOverview: With over 200 locations and 2,000 employees, Paramount Residential Mortgage Group Inc. (PRMG) is one of the largest independently owned Mortgage Banks in the nation. The company is experiencing exponential growth in 2020 and will for many years to come. We are looking for a highly motivated and qualified individual who can join our retail team as a...
-
Business Development Manager
2 weeks ago
Fort Lauderdale, United States OMG National Full timeJob DescriptionJob DescriptionCompensation: Salary + CommissionLocation: RemoteJob Title: Business Development ManagerDepartment: Sales / New Business Development (3 Positions Available) Reports to: National Sales ManagerOMG National, a 33-year old marketing firm and five-year Inc. 5000 recipient, is seeking qualified Business Development Managers (BDM.) Our...
-
Business Development Manager
3 days ago
Fort Lauderdale, United States OMG National Full timeJob DescriptionJob Description Compensation: Salary + Commission Location: Remote Job Title: Business Development Manager Department: Sales / New Business Development (3 Positions Available) Reports to: National Sales Manager OMG National, a 33-year old marketing firm and five-year Inc. 5000 recipient, is seeking qualified Business Development Managers...
-
Business Development/Account Executive
4 days ago
Fort Lauderdale, United States Mee Derby Full timeJob Description Account Executive - Fort Lauderdale- Hybrid role Must have IT Staffing experience. Our client offers digital transformation solutions & technology consulting services. Opportunity for a dynamic, high-performing IT Account Executive with experience in relationship sales, selling technology and/or related services. A successful candidate will...
-
Business Development/Account Executive
1 week ago
Fort Lauderdale, United States Mee Derby Full timeJob Description Account Executive - Fort Lauderdale- Hybrid role Must have IT Staffing experience. Our client offers digital transformation solutions & technology consulting services. Opportunity for a dynamic, high-performing IT Account Executive with experience in relationship sales, selling technology and/or related services. A successful candidate will...
-
Business Development Specialist
1 week ago
Fort Lauderdale, United States Hotwire Communications Full timeThe Business Development Specialist will support the strategic sales planning process and create market insights and business opportunities through research and analysis.RESPONSIBILITIES:Create and evaluate the database of existing and high-risk clients with expiration dates to secure renewals.Analyze data daily to determine high potential clients and make...
-
Real Estate Development Associate
2 weeks ago
Fort Lauderdale, United States CenterStar Property Group Full timeJob DescriptionJob DescriptionThe Real Estate Development Associate will report directly to the Principals of the firm and manage multiple phases of the real estate development process (e.g., due diligence, approval & permit processing, budgeting, and general contractor management). Essential Duties and ResponsibilitiesParticipate in meetings with team...