CAPTRUST
Business Development Analyst
CAPTRUST - Boston, Massachusetts, us, 02298
Work at CAPTRUST
Overview
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Overview
WHO are we looking for?
The Advisor Group is in search of a
Business Development Analyst
to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Analyst will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests.
The Business Development Analyst will work closely with internal and external partners to develop and deepen relationships in support of the organic growth initiatives established by the firm. Strong relationship management, project management, and technical knowledge will be essential to success in this role. The Analyst will be expected to be an active collaborator with advisors and the leadership team to find creative solutions as we work to achieve our goals. Responsibilities
CAPTRUST internal referral programs (Bridge): project management, sales support, sales reporting, and lead flow administration External referral program management with well-known custodians: event planning, sales support and lead flow administration Advisor development programs: coordination and support for ongoing sales training and advisor development initiatives Sales reporting and analytics: utilize MS PowerBI tools to support the leadership team with practice management at the firm and local level Advisor support: assist advisors with sales support related needs at the direction of the wealth management leadership team Collaborate with other departments within CAPTRUST on sales enablement content, advisor onboarding and operations Qualifications
Minimum Qualifications: 3 to 5 years of relevant financial services industry Prior experience in a relationship manager, business development, or sales support role Solid understanding of the wealth management and retirement plan consulting space High degree of proficiency in Microsoft products, including Word, Excel, PowerPoint, Dynamics 365, and Teams Familiarity with Fidelity, Schwab, Smart Asset, and TDA platforms preferred Desired Qualifications/Skills: Critical thinking to uncover strategic opportunities to engage business partners Self-starter with the ability to work independently and within a collaborative environment Ability to work autonomously to build relationships in an entrepreneurial environment An individual that can be coached and has a desire to learn Ability to maintain a high level of professionalism Excellent interpersonal and written communication skills Works well in deadline-driven environment and stressful situations Ability to work on multiple projects with simultaneous deadlines Maintains an extreme attention to detail, organized, and accountable WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together as one unified practice. Advisors are motivated to help their colleagues and are committed to high standards. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Personify wellness platform 401(k) program with a 5% employer match + financial planning for colleagues WHERE will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609 OR One Liberty Square 13th Fl | Boston, MA 02109
Due to the nature of the role, this is not a remote or work from home position. HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. Seniority level
Associate Employment type
Full-time Job function
Sales, Business Development, and Marketing Industries
Investment Management, Financial Services, and Investment Banking Referrals increase your chances of interviewing at CAPTRUST by 2x.
#J-18808-Ljbffr
The Advisor Group is in search of a
Business Development Analyst
to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Analyst will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests.
The Business Development Analyst will work closely with internal and external partners to develop and deepen relationships in support of the organic growth initiatives established by the firm. Strong relationship management, project management, and technical knowledge will be essential to success in this role. The Analyst will be expected to be an active collaborator with advisors and the leadership team to find creative solutions as we work to achieve our goals. Responsibilities
CAPTRUST internal referral programs (Bridge): project management, sales support, sales reporting, and lead flow administration External referral program management with well-known custodians: event planning, sales support and lead flow administration Advisor development programs: coordination and support for ongoing sales training and advisor development initiatives Sales reporting and analytics: utilize MS PowerBI tools to support the leadership team with practice management at the firm and local level Advisor support: assist advisors with sales support related needs at the direction of the wealth management leadership team Collaborate with other departments within CAPTRUST on sales enablement content, advisor onboarding and operations Qualifications
Minimum Qualifications: 3 to 5 years of relevant financial services industry Prior experience in a relationship manager, business development, or sales support role Solid understanding of the wealth management and retirement plan consulting space High degree of proficiency in Microsoft products, including Word, Excel, PowerPoint, Dynamics 365, and Teams Familiarity with Fidelity, Schwab, Smart Asset, and TDA platforms preferred Desired Qualifications/Skills: Critical thinking to uncover strategic opportunities to engage business partners Self-starter with the ability to work independently and within a collaborative environment Ability to work autonomously to build relationships in an entrepreneurial environment An individual that can be coached and has a desire to learn Ability to maintain a high level of professionalism Excellent interpersonal and written communication skills Works well in deadline-driven environment and stressful situations Ability to work on multiple projects with simultaneous deadlines Maintains an extreme attention to detail, organized, and accountable WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together as one unified practice. Advisors are motivated to help their colleagues and are committed to high standards. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Personify wellness platform 401(k) program with a 5% employer match + financial planning for colleagues WHERE will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609 OR One Liberty Square 13th Fl | Boston, MA 02109
Due to the nature of the role, this is not a remote or work from home position. HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. Seniority level
Associate Employment type
Full-time Job function
Sales, Business Development, and Marketing Industries
Investment Management, Financial Services, and Investment Banking Referrals increase your chances of interviewing at CAPTRUST by 2x.
#J-18808-Ljbffr