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