eFinancialCareers

• Company

  The Curran Group

• Location

  USA-CA-San Francisco

• Compensation

  75,000-95,000

• Position Type

  Employee

• Employment type

  Full time

• Updated

  13 Aug 2008

• eFC Ref no

  442083

About the company: Our client is America's largest money manager, providing structured investment strategies such as indexing, risk-controlled active products, and exchange traded funds to investors worldwide. Headquartered in San Francisco and a recipient of ''Best Places to Work in the Bay Area 2008" Award, the company employs over 3,700 people globally and manages over $2 trillion in assets.

We are seeking high energy, self-motivated Business Development Associates (BDA) to build and grow relationships with financial advisors and portfolio managers within key focus accounts as a member of a Business Development Team within the Private Wealth Management (PWM) group. The primary target audience will be large, mid-tier and regional banks on both the private bank and brokerage side.

Primary Responsibilities: The BDA serves as the central point of contact for the team. As a member of the team, a BDA will actively participate in the business management and territory planning with the Business Development Officer (BDO).

Specific responsibilities: -Develop and grow relationships with a specified segment of the territory’s clients

-Work with prospective and existing clients to provide customized solutions through needs-based profiling

-Develop and leverage key internal relationships to aid in providing solutions to advisors

-Work closely with BDO to maximize territory sales coverage

-Develop call campaigns and client targets

-Exchange sales ideas with other channels within US Group

-Ability to provide comprehensive and customized data analysis

-Follow up on BDO High Value meetings

-Meets the minimum activity standards

-Joint and solo travel within territory (in-person meetings and conference attendance)

-Ability to speak in front of a customer group and field questions and objections -Set up face to face meetings for the BDO

-Promote attendance at all roadshows and conferences

-Focus and support all key initiatives and campaigns; report key findings

-Manage day-to-day operational duties (i.e. manage and track sales lead flow, manage and maintain existing and prospect client databases, report weekly activities and accomplishments, etc. )

Qualifications

-BA/BS degree required

-3+ years of experience in mutual fund or brokerage industry

-NASD Series 7, and 63 or 65 required

-Ability to develop relationships with advisors and position investment ideas and other value-add services generating sales and assets

-High energy, motivated individual, committed to excellence

-Strong phone selling skills

-Solid presentation skills both on the phone and in-person

-Ability to thrive in a team environment

-Exceptional verbal and written communication skills

-Solid MS Office skills, including: Word, Excel, and Outlook. Experience with web-based technology

-Strong character references

-Clean U-4