Junior Business Development Associate

Captrust • Charlotte, NC

1d • Onsite

About The Position

WHO are we looking for? An enthusiastic and motivated Junior Business Development Associate to join our team. This role involves servicing existing clients while also assisting in the acquisition of new clients for our firm. As a key member of our business development team, you will have the opportunity to contribute to our growth strategy. If you're passionate about business development and eager to kick-start your career in a dynamic environment, we encourage you to apply and become a valuable part of our team.
WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity

Requirements

• 1+ years’ experience in Financial Services
• Four-year college degree in business, preferably with an emphasis in Finance or Accounting

Nice To Haves

• Series 65, Accredited Investment Fiduciary® (AIF®), and/or Certified Plan Fiduciary Advisor (CPFA) a plus
• Experience in cold calling
• History of leading client presentations and public speaking
• Experience dealing with clients in high pressured situations and ability to discuss complex topics with high level committee members
• Excellent communication and presentation skills, ability to communicate information to a technical audience
• Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
• Strong proficiency with Microsoft office products

Responsibilities

• Search, solicit, and develop for new institutional business primarily via cold calling
• Manage the sales funnel, facilitate participant education meetings, and manage small client visits
• Build relationships with clients and financial advisor team
• Deliver the highest level of service to the Financial Advisor’s book of business
• Learn and become proficient in the different business lines offered by CAPTRUST
• Travel is required

Benefits

• Company discretionary bonus.
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees