Business Development Associate

Star Mountain Capital • Tampa, FL

1d • Onsite

About The Position

The Business Development Associate role at Star Mountain Capital is responsible for supporting the external business development team by driving strategic relationship management initiatives for institutional and wealth clients. This role requires a deep understanding of private credit, secondaries, and private equity offerings, focusing on providing exceptional support to the external business development team and facilitating the achievement of growth and client acquisition goals.

Requirements

• 2-5+ years of experience in sales, asset management, or wealth management.
• Results-driven with a history of consistent success in meeting or exceeding sales goals.
• Strong interest in finance, investing, and business development.
• Proficient knowledge of alternative investments.
• Excited to work hard in an entrepreneurial, fast-paced environment, building a unique organization.
• Ability to handle multiple work streams and support senior professionals in complex sales cycles.
• Resilient team player with excellent communication skills.
• Strong verbal and written communication skills.
• Excellent organizational skills and follow-through while managing multiple projects.
• Demonstrated ability to work with a tireless work ethic.
• Strong attention to detail and a conscientious approach to sales.
• Extensive comprehension of the Microsoft Office suite.
• Bachelor’s Degree required; advanced degrees are preferred.
• Series 7 and 66 (or 7, 63, and 65) licenses will be required; advanced credentials (e.g., CFA, CAIA) are a plus.

Nice To Haves

• advanced degrees are preferred
• advanced credentials (e.g., CFA, CAIA) are a plus

Responsibilities

• Provide essential support to senior external professionals by working together to develop client relationship management strategies for new and existing institutional and Wealth relationships.
• Partner closely with the external team to strengthen relationships with clients and Financial Advisors by addressing their needs and ensuring seamless communication.
• Contribute to the success of external sales initiatives by meeting growth and new client acquisition goals.
• Provide excellent client service to existing and prospective clients and Financial Advisors by assisting with e-mail and phone communication.
• Facilitate the distribution of sales materials and updates to internal and external stakeholders, ensuring alignment with the external team’s goals.
• Collaborate with the external business development team to create regional campaigns and engage Centers of Influence.
• Play a lead role in client segmentation and ensure CRM data accuracy to support the external business development team’s client management efforts.
• Collaborate with other internal teams (e.g., investment team, compliance, client services, and marketing) to ensure alignment and comprehensive support for the external business development team.
• Prioritization of time management skills to effectively manage multiple work streams and support the external business development team.
• Engage in learning and development through industry research and training.

Benefits

• highly competitive medical, dental, and vision package
• 50% coverage on monthly gym memberships
• a cell phone stipend
• tuition support of job-related designations and learning and development opportunities
• other bespoke benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level