Enterprise Business Development Associate

Description

We are seeking an Enterprise Business Development Associate to work with the business development team that targets private/wealth management and institutional clients. This role involves driving the day-to-day processes through business development pipeline through coordination with the client-facing teams across the national offices. 

This position has the potential to work from home up to two days per week after an initial training period. 

In this position you will: 

• Oversee and coordinate the firm’s various proposal generation processes for both private and institutional clients, including the firm’s ClearSight proposals, RFP responses, finalist meeting presentations, and fee pricing
• Maintain prospect data and status updates in customer relationship management (CRM) system(s)
• Work closely with client-facing personnel to move potential clients through the sales process efficiently & effectively
• Coordinate with marketing to manage and execute lead generation tactics and campaigns
• Responsible for assisting Head of Enterprise Sales and Marketing with modifying and maintaining the firm’s sales pipeline and sales forecasting with an increasing level of accuracy
• Coordinate with the Finance team on analysis to measure key performance indicators for the sales pipeline, such as cycle time by step, prospect conversion success rates, and other relevant trends
• Support marketing department and lines of business to identify, track, coordinate and measure client charitable support and events, industry conferences, and other networking events
• May occasionally join the business development team in attending networking events, industry conferences, and educational seminars to meet prospects and remain current with wealth management industry trends

Requirements

The successful candidate will have:

• Bachelor’s Degree, preferably in business, finance, sales, data management or equivalent
• Prior experience with proven results in sales and/or business development
• 1 – 3 years of RIA, wealth management, or investment-related experience a plus
• Ability to organize and support sales and lead generation tactics, prospect data, proposal generation process
• Experience with CRM tools and workflows, marketing tactics, and direct sales methods
• Ability to formulate a sales presentation and value-added selling points attractive to a prospective client 
• Capable of working well under pressure, organizing and managing multiple priorities in a high-performing environment where time management, attention to detail, follow-through and meeting deadlines are critical
• Excellent interpersonal and communication skills, written and verbal
• Ability to conduct quantitative analysis with a critical eye
• Familiarity with computer applications and advanced proficiency working in spreadsheets
• Comfortable dealing with high-level decision makers
• Committed to quality in every facet of the position and with high standards for professionalism and ethics
• Enjoy working in a team environment

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. 

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.  

The qualified candidate can expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization.
• The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging.
• An opportunity to work with high-profile private clients and institutions across the country.
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances
• Generous paid time off program

We are Clearstead…an independent wealth management and investment consulting firm in Cleveland, Ohio.

Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. 

There’s a popular line at Clearstead, “There are no sharp elbows.” Employees have a voice in driving our success through our innovative, team-based approach. By empowering employ