Business Development Assistant Jobs

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.

Ballentine Partners is looking for an enthusiastic and detail oriented, Business Development Assistant to join our growing business development team.

Responsibilities include:

• Working with teams across the firm on event planning, logistics coordination and follow up for conferences, meetings and events related to engagement with COI’s and prospects , etc. including handling all related vendors as needed
• Assist with the production of meeting materials for COI and prospect meetings
• Managing software and lists related to current and prospective Centers of Influence (“COI”) and Prospects including both potential buildout and maintenance of system data
• Other duties as assigned
• Working with teams across the firm in answering selected surveys from chosen external groups
• Working with teams across the firm in answering requests for proposals
• Creation and management of business development materials in coordination with marketing and compliance
• Management of both ordering and inventory related to approved promotional swag items

The right candidate will be someone who has the following skills:

• High degree of professionalism
• Ability to move at a fast pace
• Is highly organized with a very strong attention to detail
• Has excellent interpersonal & relationship skills including a positive and collegial attitude
• Has strong communication skills, verbal and written
• Can take direction from a wide range of colleagues across the firm
• Can work both independently and in a team structure with a diverse group of people
• Can juggle and prioritize a variety of tasks daily
• Can take initiative and act proactively (i.e., anticipates problems, raises suggestions)

A Bachelor’s Degree or 3 years of experience in a similar role is required.

Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.

For more information on our culture please view our Impact Report and our Values page.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $70,000 to $110,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.

We will sponsor applicants for work visas.

Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.