Regional Business Development Analyst (Wealth Management)

TL;DR

Regional Business Development Analyst (Wealth Management): Driving strategic growth and expanding partnerships with Fortune 1000 companies in wealth management, with an accent on sales enablement, market intelligence, and client strategy. Focus on cultivating a robust regional pipeline, developing high-impact client materials, and supporting large-scale corporate initiatives.

Location: Onsite in Chicago, Illinois, United States

Salary: $60,000–$115,000 USD

Company

hirify.global is a leading global investment banking, securities, and investment management firm founded in 1869, dedicated to empowering clients and customers around the world to reach their financial goals.

What you will do

• Partner with Regional Business Developers to deeply understand prospect needs and craft compelling solutions that accelerate sales opportunities.
• Conduct rigorous, data-driven research to cultivate and expand a robust regional pipeline of corporate sales leads.
• Manage and coordinate inquiries from regional advisors, transforming these insights into actionable sales leads.
• Collaborate with cross-functional internal teams to research and analyze marketing leads and strategically position services.
• Develop and refine bespoke client and prospect materials, including presentations, proposals, and program timelines.
• Cultivate strong, collaborative relationships with internal counterparts and participate in client/prospect teleconferences and meetings.
• Systematically maintain and track institutional opportunities in Salesforce, facilitating follow-up actions.
• Provide critical project management support for large-scale corporate initiatives, ensuring seamless execution.

Requirements

• Bachelor's Degree in Marketing, Business Administration, or a closely related discipline.
• Minimum of 2-3 years of progressive experience within the marketing, sales, or financial services industry.
• Exceptional interpersonal and collaborative skills.
• Advanced proficiency in Microsoft PowerPoint, Excel, and Word.
• Robust project management capabilities and a proven ability to exercise sound independent judgment.
• Strong presentation and communication skills.
• Ability to thrive in a dynamic, fast-paced environment with a positive, proactive attitude.
• Unwavering commitment to meticulous attention to detail and consistently deliver high-quality work products.
• Superior organizational skills and a keen sense of urgency, effectively managing multiple priorities.

Nice to have

• Prior experience with Salesforce.

Culture & Benefits

• Commitment to fostering and advancing diversity and inclusion.
• Opportunities to grow professionally and personally through training and firmwide networks.
• Access to benefits, wellness, and personal finance offerings.
• Committed to finding reasonable accommodation for candidates with special needs or disabilities.
• Offers best-in-class benefits.