Business Development Analyst

CIBC•Newport Beach, CA

20h•Hybrid

About The Position

As a Business Development Analyst with CIBC Private Wealth, you'll play a pivotal role in driving sales growth and expanding our market presence. You'll design and deliver customized investment proposals that address client needs, leveraging your technical expertise and strong project management skills. Working closely with Portfolio Management, Sales, and Marketing teams, you'll ensure proposals are accurate, tailored, and aligned with our organizational objectives. You'll support advisors with communication materials and conduct research to integrate specialized investment solutions. Your proactive engagement with high net worth prospects and referral sources will help us deepen relationships and identify new business opportunities. You'll also help plan and execute business development events, contributing to our outreach and promotional activities. At CIBC, we enable the work environment most optimal for you to thrive in your role based on business need. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

Possess in-depth knowledge of investment products, portfolio construction, and financial planning concepts.
At least 3 years of relevant experience in business development, sales, or marketing within financial services.
Experience managing complex projects and coordinating input from diverse stakeholders to deliver high-quality results.
Excellent written and verbal communication skills, with an emphasis on clarity and attention to detail.
Strong research and analytical skills, and you approach tasks with organization and initiative.
Understand the importance of customizing proposals and materials to address unique client needs.
Proficient in Microsoft Office (Word, Outlook, PowerPoint, Excel).
Bring your real self to work, and you live our values - trust, teamwork, and accountability.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office).

Nice To Haves

Excel working across multiple teams.

Responsibilities

Create tailored investment proposals based on insights from prospect meetings, ensuring solutions meet specific client objectives and requirements.
Manage the end-to-end proposal process, coordinating input from Portfolio Management, Sales, and other stakeholders to deliver timely, high-quality proposals.
Work closely with internal teams to ensure proposals are cohesive, factually accurate, and aligned with the overall client narrative.
Draft clear and effective emails and supporting materials for advisors to use in client presentations, ensuring consistency and clarity.
Research and evaluate specialized investment ideas or approaches (such as options strategies, AI-driven portfolios, liability-driven investing, or cash flow analysis) based on prospect inquiries, integrating these insights into proposals.
Lead outbound marketing efforts through targeted phone calls, emails, and digital campaigns to identify and pursue new business opportunities.
Plan, organize, and execute business development events, including seminars, webinars, and client appreciation events.
Provide insights and analysis on business development activities, event outcomes, and market opportunities, delivering regular reports to senior management.