New Business Specialist (Wealth Management)

Location: Atlanta, GA, United States; full-time on-site role. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $90,820–$154,280 USD per year, plus potential discretionary bonus.

Company

Global financial services organization providing wealth management, asset servicing, asset management, banking, and investment advisory solutions to individuals, institutions, nonprofits, foundations, and endowments.

What you will do

• Identify, research, qualify, and profile prospective nonprofit and institutional clients using databases, conference lists, and market research tools.
• Coordinate with Regional Directors and sales partners to position investment advisory, asset servicing, banking, brokerage, and related solutions.
• Analyze prospect needs and align relevant products and services for each opportunity.
• Coordinate RFP responses, fee proposals, prospect questions, finalist presentations, pipeline reporting, and internal sales meetings.
• Support strategic marketing activities, thought leadership events, outreach campaigns, and development of sales and marketing content.
• Represent the institutional advisory practice at conferences, sponsored events, and internal meetings.

Requirements

• Bachelor’s degree and 2+ years of relevant work experience.
• Excellent oral and written communication skills.
• Knowledge of the Outsourced Chief Investment Officer (OCIO) industry.
• Interest and experience working with nonprofits, charitable entities, foundations, endowments, and other tax-exempt organizations.
• Technical skills and systems knowledge including Salesforce, Adobe, PowerPoint, and Excel.
• Ability to remain flexible and adaptable in a changing environment.

Culture & Benefits

• Flexible and collaborative work culture focused on service, expertise, integrity, and inclusion.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending accounts, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Potential discretionary bonus with an equity component.
• Internal mobility, accessible senior leaders, and opportunities to support community philanthropy.