Business Development Associate
3 weeks ago
At Fairview, we're committed to utilizing regulatory technology to provide exceptional services to our clients. As a Business Development Associate, you'll play a crucial role in helping our investment adviser and investment company clients navigate the ever-changing compliance, regulatory, and reporting requirements in the financial services industry.
Key Responsibilities:
- Maintain in-depth knowledge of our product portfolio and industry trends to effectively communicate value propositions to customers.
- Assist in developing and maintaining a real-time process for managing, updating, and monitoring sales pipeline and all prospect-related activities.
- Manage outreach to high engagement leads and coordinate with leadership on follow-up, as needed.
- Attend weekly meetings to summarize activity and be prepared to report on outreach with business leads.
- Schedule and conduct initial sales calls, utilizing CRM system to manage call notes and action items.
- Build prospect relationships by sending additional information, nurturing, and guiding the prospect toward a call with the business leader.
- Coordinate with the Marketing team and business leaders to compile proposal materials for lead follow-up.
- Attend conferences, as needed.
Requirements:
- Bachelor's degree in business, finance, or a related field.
- Experience with HubSpot CRM is a plus.
- Strong interpersonal and presentation skills.
- Organizational and time management skills, with the ability to work in a fast-paced environment.
- A self-starter who takes on responsibility and initiative.
- Some travel may be required.
- Experienced in Microsoft Office 365.
What We Offer:
- Competitive salaries.
- Excellent career opportunities.
- A rich benefits package, including 100% health care coverage for full-time employees and dependents.
- A 401(k) with a match.
- Generous paid time off.
About Us:
At Fairview, we're committed to creating a collaborative and supportive work environment that fosters career growth and development. Our team is diverse, and we take pride in our employee-owned company culture.
Equal Employment Opportunity:
Fairview, LLC. and its affiliated persons and entities provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression.
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