Business Development Representative

1 month ago

New York, New York, United States City National Bank Full time
Business Development Specialist

Join City National Bank, a leading diversified financial services company, as a Business Development Specialist. In this role, you will be responsible for developing new relationships with Independent Financial Advisors and articulating the unique value proposition of City National's investment management services.

Key Responsibilities:
  • Prospect new advisors through outbound calling and email campaigns to qualify and introduce them to the local sales team.
  • Use various prospecting methods, such as outbound calling and email campaigns, to reach out to potential leads and educate them on the benefits of outsourcing their investment management to City National.
  • Conduct initial consultations with interested advisors to assess their needs and determine if City National is a good fit for their business.
  • Follow up with leads to nurture relationships and convert them into clients.
  • Introduce interested advisors to local sales teams and facilitate warm hand-offs.
  • Collaborate with local sales teams to ensure follow-ups are handled in a timely and accurate manner to increase conversion rates.
  • Provide reporting to senior management and stay up-to-date on industry trends and competitor offerings to effectively position City National in the marketplace.
Requirements:
  • Bachelor's degree or equivalent.
  • 3-5 years of experience in investment sales and/or internal sales support.
  • FINRA Series 7: General Securities Representative.
  • Knowledge of the financial services industry and investment management practices.
  • Demonstrated skill set/capabilities in sales, marketing, client experience, business development, analytics, and CRM.
  • Ability to work independently and manage a high volume of leads effectively.
  • Strong communication and interpersonal skills.
  • Proven track record of meeting and exceeding sales targets.
  • Self-confidence, self-accountability, self-learning, and self-motivation.
  • High energy, strong spirit, emotional resiliency.
  • Proficient with Microsoft Office suite (Word, Excel, PowerPoint).
  • Exceptional work ethic, with the ability to pay close attention to details as well as have a strategic big-picture mindset.
  • Positive attitude with eagerness to learn.
  • Ability to work in a collaborative team environment as well as independently.
Compensation:

Starting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other basis protected by law.

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