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    Business Development Executive - Newport Beach, United States - Kingsbridge Wealth Management, Inc.

    Kingsbridge Wealth Management, Inc.
    Kingsbridge Wealth Management, Inc. Newport Beach, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    The ideal candidate will have a minimum of 5 years of business experience in a closing role. Preferably in the financial services industry. Must have an interest and willingness to learn and understand Home Equity Investments and the financial features of these contracts.

    Responsibilities

    • Development, execution and refinement of strategic capital formation and business development plan.
    • Ongoing communication and development with current and future Kingsbridge Private Fund investors and capital partners.
    • Regular reporting on business development KPIs
    • Engage: with current and potential investors regarding the Kingsbridge Alternative Strategy Fund and other potential agreements to provide investment management for Home Equity Investments (HEI) and other investment strategies.
    • Guide: potential investors through the learning curve to understand the investment strategy
    • Collaborate: with internal team members to ensure the calendar is kept up to date, and follow-up notes are kept, reports are generated, collaterals are created if needed
    • Provide Ongoing: communication to fund management regarding efforts, accomplishments & obstacles
    • Comply with all relevant regulatory requirements and compliance with best practices.
    • Utilize: Salesforce to document and manage fund raising activities in the pipeline
    • Learn & Utilize: Kingsbridge proprietary technology and dashboards
    • Meet & exceed monthly & quarterly sales targets

    Qualifications

    • Minimum 5 years business experience in a closing role. Preferably in financial services industry, with progressive record of accomplishments and results
    • Interest and understanding of Home Equity Investments and the financial features of these contracts
    • Technical expertise to work with our CRM via Salesforce
    • Strong written and verbal skills with attention to detail
    • Ability to balance individual development goals with collaborative team-oriented approach.
    • Strong ethical judgement
    • Desire/ability to work successfully in a small company environment


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