Business Development Associate

5 days ago

Reston, Virginia, United States Ivy Asset Group Full time

About the Role:

Ivy Asset Group is seeking a highly motivated and organized Business Development Associate to join our team. As a key member of our Business Development team, you will play a critical role in promoting our Private Credit offerings to Wealth Management, Family Office, and High Net Worth channels.

Key Responsibilities:

  • Partner with our Business Development team Directors and Managing Directors to develop and maintain relationships with key clients and prospects.
  • Develop new business by calling on RIAs/Financial Advisors and providing sales/marketing information, completing requests for follow-up information, and maintaining contact to provide timely updates.
  • Initiate daily outbound communication, including scheduling calls, thank-you calls, targeted campaign calls, and portfolio reviews with targeted clients and prospects.
  • Provide sales meeting preparation and follow-up for external wholesalers.
  • Develop and maintain an understanding of Ivy's various platform and offerings.
  • Maintain an understanding of industry/market trends.
  • Utilize management reporting tools to capture sales and client activity.
  • Proactively support team initiatives and complete special projects and other duties.

Requirements:

  • 3-5 years of internal sales support experience, preferably with private investments.
  • Bachelor's degree in Finance or Business-related degree (preferred).
  • Experience in the private credit space or financial services (preferred).
  • Successful track record of ability to be organized, thorough, and effective with outreach.
  • Experience with CRM tools and database resources.
  • Excellent interpersonal, verbal, and written communication skills.
  • Strong time management skills.
  • Well-organized self-starter with high energy, creativity, and thoughtfulness.
  • The ability to work within a team.
  • Strong desire to succeed.

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