Analyst for prospecting (BDR) to join Sittax's commercial team. Responsible for mapping new leads and conducting initial conversations with clients.
About the role
- Business Development Associate collaborating with teams to drive growth in PWM at Baird. Involves strategic meetings, analytics reporting, and advisor support in the financial services industry.
Responsibilities
- Collaborate with the Business Development Consultants on pre-meeting strategy and preparations
- Follow up with an Advisor practice soon after his/her meeting or interaction with a Business Development Consultant
- Schedule and record interactions in CRM, assigning follow up
- Partner with other BDAs and Wealth Center Specialists on team to centralize key tasks
- Lead, support, and guide advisor conversations on a variety of topics
- Act as a liaison with internal partners in our Wealth Solutions Group
- Participate in Wealth Center Committees to drive efficiencies and consistencies
- Manage and enhance an array of reporting tools and analytics
- Coordinate and eventually host monthly advisor and client education calls
- Play lead role in partnering with PWM Marketing and internal thought leaders on new content
- Support the coordination and execution of various meetings including regional events and workshops
- Proactively generate ideas that link strategies to relevant tactics
Requirements
- Bachelor’s degree preferred
- 3-5 years experience in the financial services industry preferred
- Attainment of, or demonstrated progress towards SIE and Series 7/66 licensing is highly valued
- Ability to be highly influential using strong fact-based arguments without the benefit of positional power
- Solid understanding of how a financial advisory practice functions
- Strong service orientation as well as knowledge and understanding of the challenges and opportunities faced by financial advisors
- Knowledge of various investment and planning products and services used by advisors
- Comfort and proficiency with Excel, CRM and other database related applications
- Excellent organizational skills - ability to prioritize daily workflow to effectively meet deadlines
- Strong commitment to provide exceptional customer service
- Excellent people/communication skills, self-motivated and a team player.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Remote work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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