Business Development Associate - Clearstead : Job Details

Job Type Full-time 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 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 up to two days per week from home after an initial training period. Responsibilities include:

• Oversees and coordinates 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
• Maintains prospect data and status updates in customer relationship management (CRM) system(s)
• Works closely with client-facing personnel to move potential clients through the sales process efficiently & effectively
• Coordinates with marketing to manage and execute lead generation tactics and campaigns
• Assists Head of Enterprise Sales and Marketing with modifying and maintaining the firm's sales pipeline and sales forecasting with an increasing level of accuracy
• Coordinates with 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
• Supports marketing department and lines of business to identify, track, coordinate and measure client charitable support and events, industry conferences, and other networking events
• May occasional 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
• Other duties as assigned

Requirements Essential skills and experience include:

• 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 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
• Facility 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. We are Clearstead...an independent institutional and wealth advisory firm in Cleveland, Ohio. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities. There's a popular line at Clearstead, There are no sharp elbows. There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm. Our culture is collaborative and collegial and encourages sharing of information and ideas. This helps us attract and retain strong and motivated individuals.