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Prospect Development Specialist

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Job Description:

The Role

This opportunity is designed for someone who enjoys being involved in the pursuit of new RIA clients in a fast-paced and unpredictable environment. If you're energized by being part of a hard-working, creative and collaborative team that loves to win, this role is for you.

  • Supporting Sales Associates across all stages of the sales process from initial prospecting efforts to the end of sales cycle (prospect transition to business as usual)
  • Ensuring proper sales data is recorded, tracked and updated on routine basis
  • Ability to streamline task driven processes to increase sales efficiency & effectiveness
  • Managing the sales process for new business opportunities including developing responses, planning for prospect meetings, organizing timeline and project deliverables.
  • Performing client data analysis to support the positioning of our products value in the sales process.
  • Handling multiple projects and prioritizing workload to ensure client/prospect needs are met
  • Quarterback internal processes with business partners such as Finance, Practice Management & Consulting, Investment Specialists, Business Acceptance Committee, etc.
The Expertise and Skills You Bring
  • Ability to take initiative and ownership of deliverables and deadlines
  • Strong analytical and creative problem-solving abilities
  • Eagerness to learn and self-motivated to succeed
  • Excellent communication and interpersonal skills to work in a fast paced, high pressure, and dynamic team environment
  • Ability to multi-task across multiple high priority responsibilities
  • Ambition and desire to succeed by delivering quality and effective results
  • Positive attitude even when faced with difficult obstacles, issues, or challenges
  • "Out of the box" thinking and a creative entrepreneurial attitude
  • Proven collaboration skills and interpersonal skills to communicate effectively with business partners and team members at all levels of the organization
  • Outstanding attention to detail
  • Detail-oriented and deadline-driven
  • Strong organizational and time management skills.
  • Strong individual contributor within a team environment
  • Bachelor's degree required, experience in Financial Services
  • 5+ years financial industry or sales process experience
  • Series 63 and 7 licenses - Required within 90 days of hire
  • Strong knowledge of the RIA, brokerage, and wirehouse markets desired
  • Understanding of the industry, financial markets, and competitive influences
  • Minimal travel requirement (