Business Development Associate

🕒 June 11

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Cerity Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 Non-profit

Finance • Wealth Management • Non-profit

Cerity Partners is a comprehensive financial advisory firm that provides a wide array of services tailored for individuals, families, corporations, and nonprofit organizations. The firm specializes in wealth management, investment solutions, estate and gift planning, tax planning, and risk management. Their approach is centered on delivering objective financial advice and customized strategies aimed at addressing the unique financial needs and complexities faced by their clients.

📋 Description

• Act as extension of multiple BDOs in the region assigned, moving sales processes forward while BDOs are in the field or traveling within a region. • Coordinate branch meetings. • Field initial inquiries from FCs when BDO is unavailable. • Manage reporting and outreach on stale or hard to reach opportunities. • Assist in collecting and organizing information required to prepare client proposals. • Track client onboarding process with servicing advisor and provide support where necessary. • Ensure data integrity of all active opportunities in CRM and other core systems. • Engage with FCs or Clients to qualify the opportunity and set-up initial meeting between the BDO and FC or Client.

🎯 Requirements

• Bachelor’s Degree required, preferably in Finance, Business, Economics or a related field. • 1 – 4 years of work experience in a related field or role. • Experience supporting or participating in business development or a sales process. • Ability to work full time from a company location (3-4 days in office per week) and travel on a limited basis. • Prior exposure to RIA, Broker Dealer or Custodial Platforms (e.g., Schwab, Fidelity, Pershing) a strong plus.

🏖️ Benefits

• Health, dental, and vision insurance – day 1! • 401(k) savings and investment plan options with 4% match • Flexible PTO policy • Parental Leave • Financial assistance for advanced education and professional designations • Opportunity to give back time to local communities • Commuter benefits