Business Development Associate

5 hours ago

Charleston, United States Ivy Asset Group Full time

Business Development Associate:

Description

Ivy Asset Group is seeking a Business Development Associate professional to assist the Business Development team (primarily by partnering with the Business Development team Directors and Managing Directors), and promote the firm’s Private Credit offerings into the Wealth Management, Family Office, and High Net Worth channels.  


The BDA must have an understanding and passion for the sales strategy/process and investments. Additionally, they should have excellent verbal and written communications skills. They must also have very strong organizational and follow-up skills, as well as the ability to prioritize and execute on multiple tasks.


The BDA will help initiate and schedule meetings, discover new sales leads via various CRM tools, and support existing client relationships. This role will also work within the overall Business Development/Marketing group at Ivy Asset Group which may entail special projects and additional requirements as assigned.


This role may develop into a more direct sales/Business Development position over time for the right candidate; based on success and interest. Role is based out of Charleston (flexible) 

Primary Job Responsibilities:

·        Work as a partner on the Business Development team to develop, maintain, and expand relationships to drive sales including the scheduling, planning, and coordinating sales meetings.

·        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.

·        Have a strategy for initiating 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 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.


Disclaimer:

  • The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

  • Business Development Associate

    4 days ago

    Charleston, West Virginia, United States Ivy Asset Group Full time

    {"title": "Business Development Associate", "description": "Job SummaryIvy 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 be responsible for developing and maintaining relationships with RIAs, Financial Advisors, and other key stakeholders to...

  • Business Development Associate

    4 days ago

    Charleston, West Virginia, United States Mcgrath Rent Corp Full time

    About the RoleWe are seeking a highly motivated and results-driven Business Development Associate to join our team at McGrath Rent Corp. As a key member of our sales team, you will be responsible for identifying new business opportunities, building relationships with customers, and driving revenue growth.Key ResponsibilitiesIdentify and pursue new business...

  • Senior Business Development Manager

    4 weeks ago

    Charleston, West Virginia, United States American Express Global Business Travel Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our Deal Consulting team as a Senior Business Development Manager. In this role, you will be responsible for developing and executing strategic plans to drive business growth and revenue expansion.Key ResponsibilitiesPartner with Sales and Client Management to develop and...

  • Associate Director Business Development Lead

    2 weeks ago

    Charleston, West Virginia, United States Novotech Full time

    Job Title: Associate Director Business DevelopmentWe are seeking an experienced Associate Director Business Development to join our team at Novotech. As a key member of our Business Development team, you will be responsible for driving business growth and expansion in the Asia-Pacific region.Key Responsibilities:Develop and execute business strategies to...

  • Business Development Associate

    7 hours ago

    North Charleston, South Carolina, United States McGrath Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Business Development Associate to join our team at McGrath. As a key member of our sales team, you will be responsible for identifying new business opportunities, building relationships with customers, and driving revenue growth.Key Responsibilities:Develop and execute sales strategies to...

  • Business Development Associate

    2 weeks ago

    Charleston, United States Ivy Asset Group Full time

    Business Development Associate: DescriptionIvy Asset Group is seeking a Business Development Associate professional to assist the Business Development team (primarily by partnering with the Business Development team Directors and Managing Directors), and promote the firm’s Private Credit offerings into the Wealth Management, Family Office, and High Net...

  • Business Development Executive

    3 weeks ago

    Charleston, West Virginia, United States Gartner Full time

    About this Role:Gartner's Business Development teams play a pivotal role in expanding the company's presence globally. As a Business Development Executive, you will be part of a high-performing team that strategically acquires new clients by building trust-based relationships with C-level executives.Our Business Development teams drive the full sales cycle,...

  • Business Development Executive

    2 weeks ago

    Charleston, West Virginia, United States Gartner Full time

    About this Role:Gartner's Business Development teams play a pivotal role in expanding the company's presence globally. As a Business Development Executive, you will be part of a high-performing team that strategically acquires new clients by building trust-based relationships with C-level executives.Our Business Development teams drive the full sales cycle,...

  • Business Development Representative

    3 weeks ago

    Charleston, West Virginia, United States Summit BHC Full time

    About the RoleThe Business Development Representative is a key member of our team at Summit BHC, responsible for driving growth and expansion of our services. This role requires a strong understanding of the local market and referral base, as well as the ability to develop and maintain relationships with key stakeholders.Key ResponsibilitiesDevelop and...

  • Business Development Executive

    2 weeks ago

    Charleston, West Virginia, United States Gartner Full time

    About this Role:Gartner's Business Development teams play a critical role in expanding the company's presence across the global market. Our Business Development Executives strategically acquire new clients by cultivating trust-based relationships with C-level executives to understand their mission-critical priorities and uncover opportunities to deliver...

  • Business Development Representative

    2 weeks ago

    Charleston, West Virginia, United States Summit BHC Full time

    About the RoleThe Business Development Representative is a key member of our team at Summit BHC, responsible for driving growth and expansion of our healthcare services. This role requires a strong understanding of the local market and referral base, as well as excellent relational skills and the ability to multitask.Key ResponsibilitiesDevelop and implement...

  • Director of Business Development

    2 weeks ago

    Charleston, West Virginia, United States ARCO a Family of Construction Companies Full time

    About ARCOARCO, a Family of Construction Companies, is a leading provider of construction services. We are committed to delivering exceptional results and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and experienced Director of Business Development to join our team in Charleston, SC. The successful candidate...

  • Business Development Representative

    3 weeks ago

    Charleston, West Virginia, United States Summit BHC Full time

    About the RoleThe Business Development Representative is a key member of our team at Summit BHC, responsible for driving growth and expansion of our healthcare services. This role requires a strong understanding of the local market and referral base, as well as excellent relational skills and the ability to multitask.Key ResponsibilitiesDevelop and implement...

  • Business Development Representative

    4 weeks ago

    Charleston, West Virginia, United States Summit BHC Full time

    About the RoleThe Business Development Representative is a key member of the Summit BHC team, responsible for driving growth and expansion of our healthcare services. This role requires a strong understanding of the local market and referral base, as well as excellent relational skills and the ability to multitask.Key ResponsibilitiesDevelop and Implement...

  • Director of Business Development, Construction

    4 weeks ago

    Charleston, West Virginia, United States ARCO a Family of Construction Companies Full time

    About YouWe are seeking a highly motivated and experienced Business Development Director to join our team at ARCO, a Family of Construction Companies. As a key member of our organization, you will be responsible for identifying and developing relationships with industry professionals to generate new business opportunities.Key ResponsibilitiesIdentify and...

  • Business Development Representative

    2 weeks ago

    Charleston, West Virginia, United States Visual Comfort Full time

    Job Title: Business Development SpecialistThe Business Development Specialist is a key role at Visual Comfort, responsible for driving business growth and achieving sales targets within their assigned market. This position will focus on identifying and partnering with new customers, as well as cultivating existing relationships to drive revenue growth.Key...

  • Business Development Strategist

    2 weeks ago

    Charleston, West Virginia, United States Adapt Forward Full time

    Job Title: Business Development Support LeadJob Summary:We are seeking a highly skilled Business Development Support Lead to join our team at Adapt Forward. As a key member of our Business Development (BD) capability team, you will contribute to the development and execution of our strategic plan, providing leadership and expertise in identifying and...

  • Customer Service Ambassador

    1 month ago

    Charleston, West Virginia, United States Business Development Firm Full time

    We are seeking a highly skilled and experienced professional to join our Business Development Firm as a Customer Support Representative.As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Customer Service: Respond to customer inquiries and resolve issues in a timely...

  • Business Development Representative

    4 weeks ago

    Charleston, West Virginia, United States TridentCare Full time

    Job DescriptionJob Title: Business Development RepresentativeJob Summary:We are seeking a highly motivated and results-driven Business Development Representative to join our team at TridentCare. As a Business Development Representative, you will play a critical role in driving business growth and revenue by developing and maintaining strong relationships...

  • Business Development Manager

    4 days ago

    Charleston, West Virginia, United States Total Comfort Solutions Full time

    Job Title: Business Development ManagerWe are seeking a highly motivated and experienced Business Development Manager to join our team at Total Comfort Solutions. As a Business Development Manager, you will be responsible for identifying and pursuing new business opportunities, building relationships with key decision-makers, and driving sales growth.Key...