Business Development Representative engaging prospects about their Treasury operations and Kyriba’s offerings. Managing high outbound call volume and nurturing leads for sales conversion.
About the role
- Business Development Advisor expanding client base for Gray Private Wealth, a wealth management firm. Focus on new client relationships and delivering exceptional financial guidance.
Responsibilities
- Identify and pursue new business opportunities through networking, referrals, and strategic outreach.
- Qualify prospective clients and guide them through the onboarding process.
- Collaborate with marketing and operations to support lead generation campaigns.
- Maintain a strong understanding of the firm’s value proposition and communicate it effectively to prospects.
- Track and report on business development metrics (e.g., close rate, pipeline growth).
- Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners.
- Stay informed on industry trends and competitor offerings to position the firm effectively.
- Support the development of associate advisors by sharing business development strategies.
- Conduct discovery meetings to understand client goals, values, and financial considerations.
- Develop and present customized financial models and investment strategies.
- Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances.
- Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice.
- Ensure high levels of client satisfaction and retention through proactive communication and service.
- Mentor associate advisors and contribute to their technical and professional development.
- Participate in firm-wide initiatives to improve client experience and operational efficiency.
Requirements
- 8-10 years’ experience in a Financial Advisor role
- Demonstrable network of centers of influence, business owners, and high net worth individuals
- CFA or CFP® designation or progress toward certification preferred
- Experience guiding, developing, and supporting advisors to enhance their skills and capabilities
- Strong communication, prioritization, and relationship-building skills
- Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word
- Experience with the Charles Schwab platform preferred
Benefits
- Healthcare, Vision, Dental
- 401k Eligibility with Company Match
- Education and conferences reimbursement upon completion
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