10 дней назад
Business Development Specialist
70 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Development Specialist (Wealth Management): Supporting the prospect journey and sales process for a wealth management business with an accent on pipeline integrity, Salesforce operations, prospect research, and business development reporting. Focus on coordinating meetings and prospect materials, building dashboards and performance reports, and collaborating across teams to support new-client growth.
Location: On-site in Scottsdale, Arizona; Newport Beach, California; or San Diego, California
Salary: $70,000–$100,000 per year base salary, plus variable compensation.
Company
is a purpose-driven registered investment adviser helping clients align wealth, passion, and purpose, with more than $30 billion in assets under advisement and over 300 employees.
What you will do
- Support the business development and sales process, including prospect qualification and progress toward new-client and revenue goals.
- Own prospect journeys and maintain pipeline integrity in Salesforce, including data entry, notes, meetings, tasks, and service agreements.
- Create and update business development proposals, presentations, and prospect-facing materials.
- Manage calendars and scheduling for business development activities and participate in sales team meetings.
- Develop recurring reports, dashboards, ad hoc analyses, and performance reporting against targets.
- Conduct prospect research and collaborate with business development and cross-functional teams on special projects and best practices.
Requirements
- Undergraduate degree required; a Marketing or Business degree is preferred.
- At least 3 years of professional experience, preferably in sales, marketing, or sales operations support.
- Strong attention to detail, organization, communication, and ability to manage multiple projects and deadlines.
- Proficiency in Excel, PowerPoint, Salesforce, and Microsoft Office.
- Experience interacting with external prospects and supporting internal teammates.
- Full-time, exempt, in-office position; visa sponsorship is not available, and candidates requiring current or future employment visa sponsorship cannot be hired.
Culture & Benefits
- Work-from-office culture with flexibility, collaborative teams, and professional and personal development support.
- Fully paid medical, dental, and vision coverage, plus a 401(k) with a 100% match up to 3% of annual compensation.
- Equity ownership opportunities, business incentives, referral bonuses, and financial planning discounts.
- At least three weeks of PTO from day one, paid holidays, seasonal flex days, volunteer time off, and subsidized transit.
- Reimbursement for required training, certifications, licensing, and dues, along with coaching, development plans, and wellbeing support.
- Paid parental leave, adoption benefits, team-building and social events, affinity groups, and a long-service sabbatical.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
10 дней назад
Business Development Professional (Wealth Management)
75 000 - 160 000$
12 дней назад
Business Development Manager (Fintech Events)
85 000 - 95 000$
14 дней назад
International Business Development Representative - Supply Side
55 000 - 65 000$
13 дней назад
Business Development Representative (AI)
50 000 - 60 000$
10 дней назад
Sales Strategy & Operations, Senior Analyst (Fintech)
95 000 - 105 000$
11 дней назад
Manager, Business Development
80 800 - 116 150$