Hybrid Business Development Associate

at Glenmede

• Job title: Business Development Associate
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Beachwood, United States

About the role

• Business Development Associate supporting client acquisition, revenue growth, and market research at Glenmede, a wealth management company. Collaborating in a hybrid work environment at the Beachwood, OH office.

Responsibilities

• Support the Business Development Team in implementation of a business plan and business development strategy
• Assist in identifying and attracting new revenue from high-net-worth individuals, families, and endowments and foundations, including taking responsibility for documenting new opportunities in Salesforce
• Identify and build lists of key influencers, intermediaries and centers of influence in target markets and properly document findings
• Track prospect contact information for follow-up using Salesforce
• Maintain and expand the database of prospects for Business Development Team
• Maintain history of business development activity and call data
• Analyze data to provide reports, access profitability, identify trends and make recommendations
• Obtain all required documentation, prepare, submit, and monitor New Business Acceptance and Fee Exception Forms
• Source new sales opportunities through research and follow-up with outbound calls and emails to establish meetings for the Business Development Team and schedule follow-up appointments with Business Development Officers
• Help organize and execute events for clients and prospects, with an emphasis on follow-up strategies that increase the ROI of the events.
• Take an engaged role in firm-wide and private wealth group initiatives and projects, including technology integration, enhanced client service and increased productivity; take responsibility for implementing conclusions.

Requirements

• Bachelor’s degree
• Up to 5 years of experience required preferably within financial services, fiduciary, wealth management or the investment arena
• Strong self-starter demonstrating initiative and resourcefulness
• Proven communication skills, analytical ability, consultative, problem resolution skills; ability to probe and listen to help prospects clarify needs and objectives
• Ability to gather and present data to evaluate and develop action next steps
• Client-centric orientation and mindset, able to stay on top of prospect needs and initiate or prepare a timely response
• Ability to manage prospects' expectations
• PC proficiency, including Word, Excel, PowerPoint.

Benefits

• Competitive health and welfare benefits, including company HSA contributions
• Numerous voluntary benefit choices available
• Superior 401k match
• Tuition reimbursement
• Company subsidized commuter benefits
• Generous paid time off, including parental leave
• Plus more!