Client Development Associate (East Coast)

Earned

95d

About The Position

The Client Development Associate will be responsible for engaging potential clients through lead generation and setting meetings with our Director of Client Development. This person will help support lead nurturing, foster leads to held appointments, and facilitate the closing of leads. As a client development professional, you will be an expert in conveying our value proposition and what it's like to work with us, always staging out the best outcome for the customer. This person will be responsible for achieving a targeted number of held appointments for the Director of Client Development and closing certain leads based on the customer's current assets and life cycle. It is important for this person to be a strong relationship builder as well as an ambassador for the company. The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice. Additionally, the ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will report directly to the Director of Client Development.

Requirements

• Bachelor’s Degree
• 3+ years of experience in business development at a Fintech company or RIA
• Must be a credible and trustworthy business-minded person who stays up to date with market trends and is relationship oriented.
• Should be able to recognize, pursue and seize opportunities without being told to do so while also diagnosing current issues with the same mentality.
• Willingness to be available when clients are.
• Self-starter, productive, works well with a team and independently, as this is a fully remote role.
• Excellent written and verbal communication skills.
• Knowledge of CRM (e.g, Salesforce and Hubspot) is a plus.
• Series 65 licensed (or become licensed in first 60 days of employment).
• Some travel may be required.

Responsibilities

• Actively prospect and lead nurture to drive revenue goals by scheduling meetings with the Director of Client Development and closing customers, achieving a sales target consistently.
• Ownership and accountability of the sales funnel from start to finish, using motivation to be successful as a key driver to success as opposed to being told what to do all the time.
• Has knowledge of and experience with building best practices around lead flow, getting our clients from the top of our marketing funnel all the way to paying customers as efficiently as possible.
• Build scalable best practices for the New Business Development team, using your own playbook to help build a best-in-class function for lead flow from the top of the marketing funnel all the way to bringing on new clients.

Benefits

• An attractive total compensation package
• Employer-sponsored health insurance (medical, dental, vision)
• 401k + 5% match

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree