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Business Development Associate

Company: Summitry
Location: San Mateo
Posted on: June 6, 2021

Job Description:

An excellent opportunity for a recent college graduate or individual who is eager to get their foot in the door in a professional sales environment and/or the financial services industry. Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area. Position Description Reports to: Alex Katz, Chief Growth Officer Benefits: Yes Status: Full Time: M-F 8:00-5:00pm Date: Immediately Job Summary The Business Development Associate (BDA) is an integral member of the fast-paced, growth-focused Business Development team, supporting the CGO and BD Principals. Above all, the BDA must be committed to being a key contributor to a winning team and must be both flexible and motivated to contribute to the teams success however possible. Duties and Responsibilities Prospect and Sales Meeting Preparation: Create leads in CRM and update sales opportunities as the sales cycles progress Develop sales materials (meeting presentation decks and prospect proposals), in collaboration with BD principal, financial advisor, and associate, and deliver video-conferencing links and/or physical meeting materials. This may include data entry, such as prospective clients holdings entered into eMoney or Riskalyze Facilitate prospect meeting follow-up actions (sends thank you and post-meeting notes, eMoney upload instructions, and risk analysis software survey links) Coordinate with outside referral partners in order to facilitate the sales process (gathers statements, account numbers, etc.) Reporting and Internal Systems: Generate and distribute reports (sales, pipeline, new BD, FA BD capacity, age and trend, Schwab/TDA market trend, ad hoc and future reports TBD) Maintain updated models in risk analysis software and master proposal document Build ad hoc sample portfolios for use in prospect meetings Generate the Financial Consultant/Branch Manager report cards on a quarterly basis BD Event Planning and other Miscellaneous: Manage on-site, off-site, and virtual event planning: logistics, location, food, A/V technology, presentation (content development and final product) and event follow-up actions (post event email campaigns, risk analysis software actions, prospective client outreach) Oversee meeting logistics (book custodian branch conference rooms, handle food orders for prospect/client lunches, orchestrate all logistics of Lunch & Learns) Track and report on referrals and thank you gift process for existing referral and COI relationships Provide backup support to the Office Administrator, by answering phones, directing calls, backup covering the front desk, and taking messages Qualifications College degree required Excellent communication, organizational, interpersonal skills and phone etiquette Strong administrative and computer skills using MS office products (Excel, Word, Excel, PPT) Ability to work in a high-energy environment as a team player Strong attention to detail and ability to follow through on projects effectively Ability to multi-task Strong interpersonal skills and a professional demeanor Team player, self-starter, and desire to put the clients best interests first Salary and Benefits Salary based on experience and bonus plan (eligible after 6 months of employment plus 1 full quarter) Medical, dental, and vision coverage, Flexible Spending Account/Health Savings Account and 401K plan

Keywords: Summitry, San Mateo , Business Development Associate, Other , San Mateo, California

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