Business Development Specialist

Job Description

Job Description

Our client was founded over 30 years ago and provides consulting services to institutional investors and their fiduciaries. They serve a wide array of clients, including foundations, endowments, defined benefit / contribution plans, and other institutional investors. Clients also include high-net-worth individuals.

The Financial Consulting Associate is responsible for assisting the consulting and business development teams in delivering client-facing services and the development and execution of business development functions, which are to retain clients and revenue, and produce sales and revenue growth. Our client offers a competitive compensation plan, full benefits, 401k with company match, profit sharing and paid time off. In addition, employees have the potential to benefit from the company success through an ESOP (Employee Stock Ownership Plan) as well as opportunities for professional growth.

Responsibilities

Establish and maintain scalable processes to increase the effectiveness of business development activities

Successfully serve clients via periodic meetings, presentations of reports, and hoc activities

Generate leads through direct calls, email, and networking events / opportunities

Develop Marketing Campaigns, Professional Presentations, Support Materials, and Digital Marketing Campaigns to support business development

Write, proofread, and edit proposals and materials as needed

Manage the content and technical aspects of systems (e.g. CRM and other business development-oriented software) used for business development

Work with outside vendors including website development, graphic design, and printing on business development matters

Analyze and report on metrics to evaluate the effectiveness of business development activities

Required Skills

• Bachelor's Degree in Business, Finance, Economics, Marketing, Human Resources, Employee Benefits, or other related fields.
• Minimum 2 years of experience in client-facing consulting services and / or business development.
• Proficiency in MS Office Suite programs.
• Experience in Salesforce or MS Dynamics CRM programs.