BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
270-8

Job Type:
Permanent

Title:
Business Development Associate (270-8)

Location:
New Jersey

Description:
COMPENSATION: Commensurate with experience

SUMMARY: Global institutional asset management firm seeks a qualified
internal sales professional; the primary responsibility will be to provide
internal support for sales managers in the field as they develop and
maintain client relationships. Target firms include registered investment
advisors, family offices, institutional consultants, and private bank
platforms throughout the United States. This role offers long-term potential
to develop into an external role.

RESPONSIBILITIES:
Develop an understanding of firm?s investment philosophy/process/core
investment strategies
Maintain integrity of the CRM by establishing a process around record
creation/maintenance/clean-up
Help identify/research prospects while following the strategic direction of
the channel
Provide assistance in responding to client inquiries and support to the
external salespersons for scheduling/coordinating meetings
Collaborate with other teams within the firm (sales/marketing/client
management/research)

REQUIREMENTS:
2-3 years of internal sales or client management experience in the asset
management industry
Bachelor?s degree in Economics/Finance/Marketing
Series 7 and Series 63 (firm will support if not licensed)
Progress towards, or interest in pursuing CFA designation
Demonstrated communication and presentations skills
Ability to work independently while supporting group initiatives
Familiarity with Salesforce preferred


Category:
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Contact:
zach@bcius.com