Business Development Associate

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (West Palm Beach, FL) .

The role of the Business Development Associate is to partner with the Business Development team to identify, develop and cultivate new private clients and endowment and foundation clients. The associate will work creatively and entrepreneurially to design prospecting strategies as well as individualized plans designed to win new clients and generate revenue growth. This role will provide foundational sourcing, prospecting and client development skills necessary to be successful as a Business Development Officer.

Support the Business Development Team in implementation of a business plan and business development strategy.

Assist in identifying and attracting new revenue from high-net-worth individuals, families, and endowments and foundations, including taking responsibility for documenting new opportunities in Salesforce.

Identify and build lists of key influencers, intermediaries and centers of influence (e.g., attorneys, accountants, consultants) in target markets and properly document findings.

Track prospect contact information for follow-up using Salesforce.

Maintain and expand the database of prospects for Business Development Team.

Maintain history of business development activity and call data.

Analyze data to provide reports, access profitability, identify trends and make recommendations.

Obtain all required documentation, prepare, submit, and monitor New Business Acceptance and Fee Exception Forms.

Source new sales opportunities through research and follow-up with outbound calls and emails to establish meetings for the Business Development Team and schedule follow-up appointments with Business Development Officers.

Leverage traditional as well as digital and social media in an effort to successfully prospect.

Apply knowledge of financial markets, core products and services, and Glenmede requirements when interacting with prospects to effectively identify and meet their objectives.

Proactively keep prospects updated on new product offerings and send prospects relevant product information (i.e.: market outlook materials, industry-specific research, etc.) which solidify and add value to the relationship.

Help organize and execute events for clients and prospects, with an emphasis on follow-up strategies that increase the ROI of the events.

Assist in the customization of presentation materials advocating the uniqueness of prospective clients and develop/implement marketing plans for proactive outreach.

Participate Glenmede at relevant industry or firm conferences.

Take an engaged role in firm-wide and private wealth group initiatives and projects, including technology integration, enhanced client service and increased productivity; take responsibility for implementing conclusions.

REQUIRED QUALIFICATIONS:

Bachelor’s degree.

Up to 5 years of experience required preferably within financial services, fiduciary, wealth management or the investment arena.