Junior Business Development Associate at CAPTRUST Financial Advisors

, , -

Full Time

Start Date

Immediate

Expiry Date

22 Jun, 26

Salary

0.0

Posted On

24 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cold Calling, Sales Funnel Management, Client Relationship Building, Client Service, Business Development, Financial Services, Public Speaking, Presentation Skills, Prioritization, Multi-tasking, Microsoft Office

Industry

Financial Services

Description

Overview WHO are we looking for? An enthusiastic and motivated Junior Business Development Associate to join our team. This role involves servicing existing clients while also assisting in the acquisition of new clients for our firm. As a key member of our business development team, you will have the opportunity to contribute to our growth strategy. If you're passionate about business development and eager to kick-start your career in a dynamic environment, we encourage you to apply and become a valuable part of our team. Responsibilities Search, solicit, and develop for new institutional business primarily via cold calling Manage the sales funnel, facilitate participant education meetings, and manage small client visits Build relationships with clients and financial advisor team Deliver the highest level of service to the Financial Advisor’s book of business Learn and become proficient in the different business lines offered by CAPTRUST Travel is required Qualifications Minimum Qualifications: 1+ years’ experience in Financial Services Four-year college degree in business, preferably with an emphasis in Finance or Accounting Desired Qualifications/Skills: Series 65, Accredited Investment Fiduciary® (AIF®), and/or Certified Plan Fiduciary Advisor (CPFA) a plus Experience in cold calling History of leading client presentations and public speaking Experience dealing with clients in high pressured situations and ability to discuss complex topics with high level committee members Excellent communication and presentation skills, ability to communicate information to a technical audience Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously Strong proficiency with Microsoft office products WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) Compensation range (depending on location and experience): WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 or 4201 Congress St #160 | Charlotte, NC 28209 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until filled.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

This role involves servicing existing clients and assisting in the acquisition of new institutional clients primarily through cold calling. Key duties include managing the sales funnel, facilitating participant education meetings, and building relationships with clients and financial advisor teams.