Client Relationship & Business Development Specialist

Investment Management Consultants Association • Greenwood Village, CO

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About The Position

The Client Relationship & Business Development Specialist supports client engagement, partnership fulfillment, and revenue-generating activities across the Investments & Wealth Institute’s certifications, education programs, sponsorships and Foundation. This role works closely with the Director of Client Relationship Management and the Global Director of Business Development to ensure client commitments are secured, benefits are delivered, and prospective opportunities are effectively advanced through the sales pipeline. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable supporting both client relationships and business development initiatives.

Requirements

• Bachelor’s degreepreferredand/or a minimum of 3 years’ experience supporting sales, client relationship management, or business development functions.
• Experience working within a CRM system(or Association Management System)(HubSpotorSalesForcepreferred).
• Strong organizational, communication, and project management skills.
• High attention to detail anddeadline-oriented.
• Proficiencyin Microsoft Office 365 and Adobe PDF tools.
• Ability to build rapport, uncover client needs, and delivera high-quality client experience.
• Tenacious, results-oriented, and intellectually curious.
• Collaborative team player with a professional presence aligned with the Institute’s brand.
• Commitment to ongoing learning through online courses and professional development in the financial services industry, with the ability to applyacquiredknowledge to support client conversations and advance the Institute’s sales and engagementobjectives.

Responsibilities

• Support the cultivation and maintenance of strong relationships with corporate partners and institutional clients, with opportunities to progressively build and manage individual relationships over time.
• On an ongoing basis,confirm and track fulfillment of contracted sponsorship, certification, and education benefits to ensure commitments are met.
• Coordinate with internal teams (conferences, marketing, education, certification) to ensuretimelyand high-quality delivery of client benefits.
• Respond to client inquiries andassistwith issue resolution ina timelyand professional manner.
• Provide on-site and virtual client support during Institute events as needed.
• Assistwith renewal coordination for corporate partnerships and clients.
• Generate, edit, distribute, and manage proposals, agreements, and invoices, and follow up with clients to secure completed and executed documentationin a timely manner.
• Coordinate agreement updates withGeneral Counselas needed.
• Track executed agreements,requireddocumentation, and follow-up on outstanding payments. Maintain proper storage of fully executed agreementsand invoicesin designated shared files.
• MaintainaccurateCRM (HubSpot,SalesForce, Fonteva) records of client interactions, opportunities, and account status.
• Assistwith sales reporting, renewal tracking, and client engagement metrics. Ensuretimelydata entry and progression of opportunities through the sales funnelin HubSpot andSalesForce.
• Assist the Global Director of Business Development with follow-up on prospective sponsors, partners, and certification leads.
• Support prospecting activities, including research and preparation of outreach lists.
• Create and manage outreach sequences within HubSpot.
• Respond to and follow up on inbound inquiries related to sponsorships, certifications, and Institute programs.
• As the role develops, take ownership of business developmentrevenueopportunities, managing assigned prospects through the full sales pipeline—frominitialoutreach through close.
• Work within HubSpot,SalesForce, Fonteva, and related systems to track sales activity and support streamlined processes.
• Collaborate cross-functionally to support the full sales lifecycle—from prospecting and renewal through agreement execution and benefit fulfillment.
• Identifyopportunities to improve documentation, reporting, and workflow efficiency.

What This Job Offers

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