Business Development professional driving Sener’s strategy in the in - space operations market. Engaging with clients and leading proposals for the aerospace industry.
About the role
- Associate Wealth Advisor at Lido Advisors, LLC focusing on business development and client relationship management. Collaborating with senior wealth advisors and enhancing sales processes.
Responsibilities
- Initiate daily contact with centers of influence upon receiving new referrals, gather comprehensive background information, document interactions accurately in Salesforce, and coordinate introductory meetings based on advisor availability and geographic alignment.
- Participate actively in client and prospect meetings to gain practical experience in business processes, client interaction, and meeting leadership, aiming to independently manage prospective client meetings within approximately 18-24 months.
- Develop and nurture relationships with custodial representatives over time to increase referral generation.
- Deliver timely, professional follow-up communications post-meetings to provide updates on statuses, actions taken, and next steps, ensuring transparency by copying team members on all correspondence.
- Assist in comprehensive meeting preparations including proposals, meeting materials, and supporting documentation.
- Communicate proactively with Lido Tax to procure essential client tax documents, such as K-1 forms and related tax materials.
- Collaborate closely with Business Development team to evaluate and implement investment strategies, effectively manage liquidity, coordinate fund-raising efforts for alternative investments, and oversee options trading activities.
- Engage thoroughly with firm-provided training scripts and resources to enhance sales acumen and service proficiency.
- Uphold a high standard of responsiveness and professionalism by returning all phone inquiries the same day, thereby mitigating service delays and addressing potential complaints proactively.
Requirements
- Bachelor’s degree
- 1+ year of experience in the financial services industry or related field
- 1+ year of experience supporting a sales function or interest in pursuing a career in sales is a must
- Series 65 or equivalent is required or must be attained within the timeframe determined by manager (CFP® registrants are exempt from this requirement)
- Strong organizational skills, attention to detail, and capability to manage multiple priorities simultaneously
- Exceptional interpersonal and communication skills
- Intermediate proficiency with Microsoft Excel and Salesforce is beneficial
Benefits
- We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state, or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Business Development Manager responsible for revenue initiatives and relationship management for a hotel company. Engaging with travel agents and wholesalers to promote resort properties and drive sales.
Business Development Executive managing lead generation and customer relationships in LTL logistics. Coordinating with internal teams to implement solutions and meet customer needs.
Business Development Manager responsible for full sales cycle and growing SaaS platform sales in Athens. Engaging with Retail & E - commerce organizations and leveraging data solutions for pricing.
Business Development Manager leading C - PFP growth in Middle East. Driving regional strategies and building key accounts for Hempel's fire protection products.
Business Development Manager responsible for selling plant solutions in Life Sciences. Work with a global company to drive growth through a strategic approach and deep customer relationships.
Business Development Manager working with electric vehicle charging solutions in Southeast Asia. Focus on developing sales strategies and identifying business opportunities with commercial fleets and ports.
Business Development Consultant for Exit Factor building relationships with small and mid - sized business owners. Helping generate leads and develop a market presence with full support and autonomy.
Business development role at Kyndryl identifying new logo opportunities within large enterprise accounts. Building relationships and articulating business value to senior decision makers.
Director managing network services business development at Mastercard. Delivering and growing network services across the NAM region in close partnership with stakeholders.