Business Development Associate, Needham Funds
About The Position
Needham & Company, a full-service investment bank and asset management firm, is seeking a Business Development Associate for the Needham Funds to work with its New York-based investment team to play a pivotal role in driving asset growth and expanding Needham Funds’ footprint within the intermediary and institutional channels. This position is designed for a results-oriented professional who can bridge the gap between high-level investment strategy and investor needs. We envision this role maturing into a senior distribution or sales leadership position, directly shaping the firm’s growth trajectory and market presence. The ideal candidate has at least two years of client-facing experience in mutual funds, ETFs, wealth management or financial services and is passionate about building relationships and identifying new capital opportunities for Needham’s small- and mid-cap growth strategies.
Requirements
- Experience: 2–4 years in business development, internal wholesaling, or client-facing roles within asset management or a related financial services field.
- Communication: Exceptional verbal and presentation skills, with the ability to simplify complex investment concepts for various audiences.
- Mindset: A hunter’s mentality combined with a consultative approach; proactive, resilient, and highly organized.
- Market Fluency: A genuine interest in the stock market and investing (e.g., personal investment experience, active following of market trends, or participation in investment clubs)
- Technical Skills: Proficiency in CRM systems (Salesforce), Morningstar Direct, or Zephyr; advanced skills in Microsoft Office (Excel and PowerPoint).
- Project Management: Proven ability to manage a high volume of leads and multiple outreach campaigns simultaneously.
- Licensing: FINRA Series 7 and 63 are strongly preferred (or the ability to obtain).
Responsibilities
- Sales Execution & Territory Management
- Proactive Outreach : Initiate and manage outbound sales activities (calls, emails, and digital outreach) to identify and qualify prospective advisors and institutional partners.
- Pipeline Management : Maintain a robust sales pipeline, tracking leads from initial discovery through to investment, ensuring consistent follow-up and movement through the sales cycle.
- Market Intelligence : Monitor fund flows, competitive landscape, and peer performance to refine Needham’s value proposition and identify opportunities.
- Investor & Client Engagement
- Strategic Presentations : Deliver tailored investment presentations and performance reviews that articulate Needham’s unique investment philosophy to advisors, RIAs, and family offices.
- Relationship Support : Act as a primary point of contact for inbound inquiries, providing deep-dive technical data on fund holdings, sector weightings, and performance drivers.
- Event Strategy : Coordinate and represent the firm at industry conferences, webinars, and roadshows to generate new leads and strengthen existing partnerships.
- Growth Analytics & Reporting
- CRM Optimization : Leverage Salesforce (or similar CRM) to document all investor interactions, manage follow-ups, and produce weekly activity reports for executive leadership.
- Data-Driven Insights : Analyze investor engagement metrics and platform availability to prioritize high-potential territories and firms.
Benefits
- a 401(k) program with company-matching contributions
- health, dental, vision, life and disability insurance
- flexible spending, commuter
- paid time-off plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
