Enterprise Business Development Associate

About the Role

We are looking to hire an Associate to join the firm's Solutions Enterprise RIA team. The ideal candidate will support the full team’s efforts in identifying new clients within the Wealth Management industry, specifically targeting Registered Investment Advisors (RIAs), maintaining ongoing relationships with current clients, and provide support to the internal team members. This individual will be responsible for the delivery of the full suite of the firm’s enterprise technology solutions, spanning both alternatives and structured investments. Over time, this individual would be expected to take on additional responsibilities and carry relationships independently.

Responsibilities

• Manage and lead internal projects and develop frameworks and processes for ongoing business management.
• Provide scale to the enterprise RIA team by supporting a range of ad hoc requests and creating processes to operationalize existing one-off workflows.
• Collaborate with other Relationship Managers, Sales teams, and Senior Executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development.
• Develop presentations with significant data and analysis for internal meetings and projects.
• Support the development of new and existing relationships with RIAs and support the ongoing maintenance of a broad range of existing client relationships.
• Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on the firm’s suite of enterprise technology solutions.