Business Development Associate - Wealth Management

JTC Group•Wilmington, DE

16h•Hybrid

About The Position

The Business Development Associate manages new sales opportunities for domestic and international sales for the JTC trust companies. Responsible for assisting, reporting and coordination of new business development. Assisting the head of domestic business development, sales team, trust officers and financial advisors with new business proposals, inquiries from prospects, management of sales pipeline via Salesforce, client meetings and various administrative tasks. Attend conferences as needed. This position offers unique levels of service that will solidify the differentiated experience offered by JTC.

Requirements

Bachelor’s degree in Business Administration, Marketing, Finance, or a related field; or equivalent combination of education and experience.
1–3 years of experience in sales, account management, or customer service (preferably within a corporate or professional services environment).
Knowledge of and experience in trust, legal and investments.
Experience in both Sales and Operations
Ability to take on multiple tasks simultaneously and manage effectively.
High attention to detail.
Ability to travel
High personal interaction skills and team player.

Responsibilities

Partner with the Sales Manager in the day-to-day management of the sales platform including additional sales support, responding to inquiries and opportunities from our partners and financial advisors; and any leads generated through JTC’s network, JTC’s website, and Wealth Advisor Leads.
Management of closed business and sales pipeline reporting capturing key business analytics for internal reporting.
Management of reporting to partners of closed business and current sales pipeline.
Coordination and management the end-to-end KYC process
Conducting preliminary reviews of trust documents and statement of assets in order to build out sales opportunities
Coordinating with sales representatives on scheduling new accounts for acceptance.
Management of the SalesForce platform
Responsible for the on-going training of current employees as well as the development and presentation of material to new hires with regards to SalesForce and sales processes
Expand and deepen JTC’s relationships with existing and new partners via regular communication and email.
Managing and updating marketing material with partner platforms.
Coordination of client events; speaking engagements and sales conferences
Creation of presentation material and analytic reporting