This individual will serve a critical role as it relates to client research, coordination (e.g. operations), and the support of ongoing communication requirements so that Regional Investment Consultants can optimize engagement with targets across select Broker Dealers, RIAs, Bank Trusts, and Regional Consultants. Business Development Analyst will report directly to the Business Development Manager but will partner closely with territory-based Regional Investment Consultants, Key Accounts Managers, Investment Product Support, Distribution Intelligence Analysts, and Marketing.
Responsibilities:
- Partner with the Business Development Team to identify opportunities within a given market and execute a tactical plan (which would include both digital and human engagement) to ameliorate identified performance gaps in the territory.
- Analyze data to ensure that the territory is on track to meet their KPI’s (New Advisors, Net New Sales, Gross Sales).
- Work with the Data Enablement team to target specific cohorts of advisors to execute marketing strategies and to test marketing and sales theories.
- Make recommendations for activities that would yield the best results based on the best practices across the BDA Team.
- Assist in the development of territory specific marketing and sales plans to improve the execution of our growth objectives. E.G., the BDA would source, create, and distribute targeted lists for ETF launches, website registrations, email follow-up etc.
- The BDA would act as an internal resource who would report results of initiatives and make recommendations to Data Enablement, Marketing and Sales.
Qualifications:
Bachelor’s degree strongly preferred in Finance, Business Administration, Economics or a related major. 0-3 years of experience in financial services industry. Must have FINRA Series 7 and 63.
