Business Development Manager
3 days ago
Business Development Opportunity
We are seeking a highly motivated and experienced Business Development professional to join our team at Heck Capital Advisors. As a key member of our organization, you will play a crucial role in developing client connections and driving the growth of our business.
Key Responsibilities
- Identify and pursue new business opportunities to expand our client base and increase assets under management.
- Develop and maintain relationships with high-net-worth individuals, families, and clients.
- Create and implement strategies for client acquisition and retention.
- Prepare and deliver presentations and proposals to prospective clients.
- Collaborate with investment advisors and portfolio managers to create and understand solutions for clients.
- Attend industry conferences and networking events to build and enhance professional connections.
- Manage client onboarding processes and ensure smooth integration of new clients.
- Provide feedback and insights to senior management for strategic planning and decision-making.
Requirements
- Bachelor's degree in business administration, sales, finance, or other related fields.
- Strong understanding of financial products, markets, and investment strategies.
- Exceptional communication and negotiation skills.
- Investment experience preferred.
- Ensures confidentiality with respect to all information pertaining to clients and potential clients.
- Computer skills: Microsoft Office (especially Excel), Adobe suite of products and the ability to learn and adapt to changes in technology.
- Possess a commitment to professionalism, organization, honesty, and strong work ethic.
Benefits
Enjoy comprehensive insurance coverage, including health, dental, vision, short-term and long-term disability. Embrace work-life harmony with generous leave and holiday benefits, including sick leave and paid holidays/vacations. Secure your future with a matching 401K retirement plan and a Health Savings Account (HSA), ensuring financial stability and proactive health management. Enjoy sponsored certifications, health memberships, and a cell phone subsidy to enhance your well-being and job satisfaction.
About Us
Heck Capital Advisors, LLC is an independent investment advisory firm with a strong foundation. We have been serving individual and institutional clients with comprehensive investment services from the heart of Wisconsin, where Robert Heck first began the family's investment legacy in the 1950s. Our managers and advisors offer small-town values and an exceptional work ethic with competitive investment services for our clients. Client referrals are a testament to our work and have allowed us to cultivate a national reach with over $8 billion of assets under management, consultation, and advisement.
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